March 15, 2022

Raymond James awarded ninth total honor for innovative technology

ST. PETERSBURG, Fla. – Raymond James was recognized with the Technology Innovation Award for the ninth year by the Bank Insurance & Securities Association (BISA). This year, the firm was recognized for its Alerts Portal, which enables advisors to easily receive and act on various alerts from a centralized dashboard.

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.

With integration across company applications and robust features, like customizable priority levels and real-time comments, Alerts Portal enables advisors and teams to optimize workflows and better track action items that impact their clients and business. In addition, quick visibility into alerts and action items enables advisors to spend more time focusing on their clients and business rather than tracking down information and action items from various sources.

“To be recognized by BISA as a leader in technological excellence and innovation for the ninth year is an absolute honor,” said Tim Killgoar, senior vice president and head of Raymond James Financial Institutions Division. ”We’re thrilled with the reception of the award-winning Alert Portal hub and remain committed to equipping our affiliated bank and credit union advisor teams with state-of-the-art tools they need to further enhance the services provided to their clients.”

“The Alerts Portal was designed to eliminate communication redundancies between clients, advisors and their teams, emphasizing collaboration and a more efficient approach to task management,” said Vin Campagnoli, chief information officer at Raymond James. “Like all the technology developed at Raymond James, the platform was built to address the specific needs of advisors and will provide them and their teams with the integrated experience and visibility they need for whatever comes next in our industry.”

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:

  • Enhanced advisor texting, seamless texting capabilities from the award-winning Advisor Mobile application for advisors communicating with existing and prospective clients
  • 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 integrated retirement planning software for analyzing and achieving client goals

Raymond James was recognized with this award at BISA’s annual convention on Mar. 1 in Miami Beach, 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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.25 trillion.

The Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2022) Technology Innovation Award is limited to products launched in 2022 and 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 an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISAA is not affiliated with Raymond James.