March 17, 2020

Raymond James recognized for innovative technology for eighth consecutive year

ST. PETERSBURG, Fla. Raymond James was recognized with the Technology Innovation Award for the eighth consecutive year by the Bank Insurance & Securities Association (BISA). This year, the firm was recognized for its enhanced advisor texting capabilities within its award-winning Advisor Mobile application.

BISA’s Technology Innovation Award recognizes firms that are leading the advancement of the financial service industry’s products, services and platforms through innovative technology. This award highlights companies for their commitment to advancements in technology-based solutions for the industry.

Advisor Mobile is a comprehensive application that allows advisors to access client and account information on the go. The app’s enhanced, fully compliant advisor texting capabilities are an extension of the intuitive, easy-to-use and integrated technology Raymond James offers advisors.

“We are honored to be recognized by BISA for excellence in technology innovation, now for the eighth year in a row,” said Tim Killgoar, senior vice president and head of Raymond James Financial Institutions Division. “We remain committed to providing affiliated bank and credit union advisors innovative technology that aids them in providing the best client service possible, and we are proud to offer our award-winning Advisor Mobile application and texting capabilities as a part of their technology toolkit.”

“Our goal behind Advisor Mobile and its texting capabilities is to enable advisors to be more efficient in day-to-day communication with existing and prospective clients,” said Vin Campagnoli, chief information officer at Raymond James. “We continue to enhance our technology based on the mind of our advisors, and are pleased to offer them sophisticated, fully integrated, flexible technology to help them strengthen relationships with clients and grow their businesses.”

BISA has consistently recognized Raymond James for its commitment to technology-based solutions and advancements. In years prior, Raymond James has won the award for the following applications and tools:

  • Portfolio Management, a custom application that empowers advisors to construct and analyze their custom investment portfolios in a streamlined workspace
  • Product Catalog, which allows advisors to analyze and compare financial product data from 21 sources in a centralized location
  • Advisor Mobile, a sophisticated mobile app that allows advisors to access and manage client account information on the go – anywhere, anytime
  • Client Reporting, which brings together client data in easy-to-read, customized reports for personalized client review experiences
  • Account Aggregation, a tool that enables clients to connect external account information
  • Client Center, a highly integrated system designed to help advisors manage client relationships
  • Goal Planning & Monitoring, the firm’s retirement planning software

Candidacy for the 2020 Technology Innovation Award is open to BISA Leadership members, as well as Associate and Associate Plus members. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James.

Raymond James was recognized with this award at BISA’s annual convention on March 5 in Hollywood, Florida.


About the Financial Institutions Division
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.

About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $895 billion.