Media Contact:
Shereen McCall
May 20, 2015

Raymond James receives BISA Technology Innovation Award for account aggregation tool

ST. PETERSBURG, Fla. – The Bank Insurance and Securities Association (BISA) recognized Raymond James with the Technology Innovation Award for the third consecutive year for the firm’s commitment to technology solutions and its new Account Aggregation tool. This new tool enables the firm’s partner institutions to aggregate and fully integrate externally held assets with existing technology tools in order to provide a more holistic view of clients’ financials.

Through this annual award, BISA highlights leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation. It’s designed to recognize companies for their commitment to technology-based solutions and advancements.

Account Aggregation enables Raymond James bank and credit union advisors to combine outside investment accounts entered by the advisor and client-initiated accounts (including bank information, mortgages, etc.) into the online picture of their clients’ assets. In addition, Raymond James provides a more holistic view by integrating Account Aggregation with other key systems on the Raymond James platform, making the role of the advisor even more vital to a client’s financial well-being.

“It is an honor to be recognized for the third time with this BISA award,” said Josh Bohlander, vice president of Technology at Raymond James. “It validates the work we have done to meet the needs of Raymond James-affiliated advisors. The External Account / Aggregation capabilities allow our advisors to see the full financial picture of their clients. This information is integrated throughout the technology platform for both advisors and clients to view and to use when making important investment decisions. It was created from the input and feedback we received directly from financial advisors, so it’s truly a benchmark of the type of integrated technology our advisors need and expect.”

“We are committed to offering our affiliated bank and credit union advisors the most innovative and integrated technology tools in the industry,” said John W. Houston, managing director for the Raymond James Financial Institutions Division. “Creating a broad relationship with clients is of critical importance to the financial institutions we support, and the Account Aggregation tool is a rich, interactive experience that helps them deepen existing relationships and uncover new needs among their clients.”

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Raymond James Financial Services, and Raymond James Ltd., have approximately 6,300 financial advisors serving in excess of 2.6 million client accounts in approximately 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $496 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at

About the Financial Institutions Division of Raymond James Financial Services
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with brokerage services as 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. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Raymond James, the financial institutions and investment centers are independent entities.