Ameriprise Financial Earns Technology Innovation Award for its PracticeTech® platform
Ameriprise Financial (NYSE: AMP) has been awarded the Bank Insurance and Securities Association (BISA) Technology Innovation Award for its PracticeTech® platform at BISA's 2025 annual convention. The platform is a comprehensive suite of integrated technology capabilities designed to help financial advisors manage their practices more efficiently.
The PracticeTech® platform includes:
- Centralized reports
- Delegation access
- Turnkey meeting preparation
- Marketing deliverables
- Asset management capabilities
According to Gerard Smyth, Executive Vice President and Chief Information Officer at Ameriprise, the company's focus on integrating systems, data, and automating manual tasks aims to provide advisors with more client-focused time while growing their businesses.
Ameriprise Financial (NYSE: AMP) ha ricevuto il Bank Insurance and Securities Association (BISA) Technology Innovation Award per la sua piattaforma PracticeTech® durante la convention annuale BISA del 2025. La piattaforma è una suite completa di funzionalità tecnologiche integrate, progettata per aiutare i consulenti finanziari a gestire le loro attività in modo più efficiente.
La piattaforma PracticeTech® comprende:
- Report centralizzati
- Accesso delegato
- Preparazione degli incontri chiavi in mano
- Materiali di marketing
- Capacità di gestione patrimoniale
Secondo Gerard Smyth, Vice Presidente Esecutivo e Chief Information Officer di Ameriprise, l’obiettivo dell’azienda nell’integrare sistemi, dati e automatizzare compiti manuali è quello di offrire ai consulenti più tempo dedicato ai clienti, favorendo allo stesso tempo la crescita del loro business.
Ameriprise Financial (NYSE: AMP) ha sido galardonada con el Premio a la Innovación Tecnológica de la Bank Insurance and Securities Association (BISA) por su plataforma PracticeTech® en la convención anual de BISA 2025. La plataforma es un conjunto completo de capacidades tecnológicas integradas diseñadas para ayudar a los asesores financieros a gestionar sus prácticas de manera más eficiente.
La plataforma PracticeTech® incluye:
- Informes centralizados
- Acceso delegado
- Preparación de reuniones llave en mano
- Materiales de marketing
- Capacidades de gestión de activos
Según Gerard Smyth, Vicepresidente Ejecutivo y Director de Información en Ameriprise, el enfoque de la compañía en integrar sistemas, datos y automatizar tareas manuales busca proporcionar a los asesores más tiempo centrado en el cliente mientras desarrollan sus negocios.
Ameriprise Financial (NYSE: AMP)는 2025년 BISA 연례 총회에서 Bank Insurance and Securities Association (BISA) 기술 혁신상을 PracticeTech® 플랫폼으로 수상했습니다. 이 플랫폼은 금융 자문가들이 업무를 보다 효율적으로 관리할 수 있도록 설계된 통합 기술 기능의 종합 세트입니다.
PracticeTech® 플랫폼에는 다음이 포함됩니다:
- 중앙 집중식 보고서
- 위임 접근 권한
- 완벽한 회의 준비
- 마케팅 자료
- 자산 관리 기능
Ameriprise의 부사장이자 최고정보책임자인 Gerard Smyth에 따르면, 시스템과 데이터 통합 및 수작업 자동화에 집중함으로써 자문가들이 고객에 더 집중할 수 있는 시간을 확보하고 비즈니스를 성장시키는 것이 목표라고 합니다.
Ameriprise Financial (NYSE: AMP) a reçu le Bank Insurance and Securities Association (BISA) Technology Innovation Award pour sa plateforme PracticeTech® lors de la convention annuelle BISA 2025. Cette plateforme est une suite complète de capacités technologiques intégrées conçue pour aider les conseillers financiers à gérer leur activité de manière plus efficace.
La plateforme PracticeTech® comprend :
- Rapports centralisés
- Accès délégué
- Préparation clé en main des réunions
- Supports marketing
- Fonctionnalités de gestion d'actifs
Selon Gerard Smyth, vice-président exécutif et directeur des systèmes d'information chez Ameriprise, l’objectif de l’entreprise, en intégrant les systèmes, les données et en automatisant les tâches manuelles, est d’offrir aux conseillers plus de temps centré sur le client tout en développant leur activité.
Ameriprise Financial (NYSE: AMP) wurde auf der BISA-Jahreskonferenz 2025 mit dem Bank Insurance and Securities Association (BISA) Technology Innovation Award für seine PracticeTech®-Plattform ausgezeichnet. Die Plattform ist eine umfassende Suite integrierter technologischer Funktionen, die Finanzberatern helfen soll, ihre Praxis effizienter zu verwalten.
Die PracticeTech®-Plattform umfasst:
- Zentralisierte Berichte
- Delegationszugang
- Schlüsselfertige Meeting-Vorbereitung
- Marketingmaterialien
- Asset-Management-Funktionen
Nach Angaben von Gerard Smyth, Executive Vice President und Chief Information Officer bei Ameriprise, zielt der Fokus des Unternehmens auf die Integration von Systemen, Daten und die Automatisierung manueller Aufgaben darauf ab, Beratern mehr klientenorientierte Zeit zu ermöglichen und gleichzeitig ihr Geschäft auszubauen.
- None.
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The Bank Insurance and Securities Association (BISA) recognized Ameriprise as a leader in technology innovation at their 2025 annual convention
“At Ameriprise, we consistently invest in and enhance our technology capabilities. We’re focused on integrating systems and data and automating manual tasks, so our financial advisors have more time to spend with clients and grow their businesses,” said Gerard Smyth, Executive Vice President and Chief Information Officer at Ameriprise. “Our PracticeTech® platform is a powerful collection of tools and capabilities that are fully integrated and designed with advisors and clients in mind. We’re honored to be recognized by BISA as a technology innovator for this platform.”
With this award, BISA recognizes firms that are advancing products, services and platforms across the industry through technology innovation. Click here for more on the BISA Technology Innovation Award.
To learn more about Ameriprise’s integrated technology capabilities, visit Ameriprise.com/careers/experienced-financial-advisors.
About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors1, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
About Ameriprise Financial Institutions Group (AFIG)
With more than 30 years2 serving the investment program needs of banks and credit unions, Ameriprise Financial Institutions Group brings a depth of understanding, experience, and knowledge to the financial institutions space – helping deliver value for clients/members while driving revenue for the financial institutions. To find out why financial institutions are partnering with Ameriprise Financial, visit ameriprise.com/afig.
Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest.
1 Ameriprise Financial Q4 2024 Earnings Release.
2 Investment Professionals, Inc (IPI) was founded in 1992 and specialized in the on-site delivery of investment programs for financial institutions. Ameriprise Financial, Inc. acquired IPI in 2017, bringing together the years of experience of the two organizations.
The Bank Insurance & Securities Association issued the 2025 BISA Technology Innovation Award to recognize the advancement of the financial services industry's products, services and platforms through technology innovation. The BISA Awards Committee, comprised of members of the BISA Board of Directors, evaluated submissions based on the product/service advancement of the financial services industry. Ameriprise Financial received the 2025 BISA Technology Innovation Award for the PracticeTech® platform. Ameriprise Financial Institutions Group (Ameriprise Financial) received the 2024 BISA Technology Innovation Award for eMeeting technology. For more information, visit https://www.bisanet.org/page/TechnologyAward.
Ameriprise Financial and BISA are not affiliated.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250421800455/en/
Ali Harries, Media Relations
612-678-7035
allison.h.harries@ampf.com
Source: Ameriprise Financial, Inc.
FAQ
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