AWARD NOMINATION REGISTRATION FORM info@verve-management.com For any queries you can reach out to us at AWARD CATEGORIES FILL THE NOMINATION FORM Name of the Nominee? (It can be yourself) Your Email Address Your Contact Number: Nominee Company Name Nominee Email Address Nominee Contact Number: Place of Work / Residence of the nominee —Please choose an option—WorkResidence —Please choose an option—AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCongo, The Democratic Republic of TheCook IslandsCosta RicaCote D'ivoireCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland Islands (Malvinas)Faroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuineaGuinea-bissauGuyanaHaitiHeard Island and Mcdonald IslandsHoly See (Vatican City State)HondurasHong KongHungaryIcelandIndiaIndonesiaIran, Islamic Republic ofIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyan Arab JamahiriyaLiechtensteinLithuaniaLuxembourgMacaoNorth MacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesia, Federated States ofMoldova, Republic ofMonacoMongoliaMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian Territory, OccupiedPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarReunionRomaniaRussian FederationRwandaSaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre and MiquelonSaint Vincent and The GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and The South Sandwich IslandsSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyrian Arab RepublicTaiwan, Province of ChinaTajikistanTanzania, United Republic ofThailandTimor-lesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Company Profile: Category—Please choose an option—Best Private Wealth Management Company of the Middle East 2023Top Bank in Wealth Management of the Middle East 2023Leading Wealth Tech Adopter of Middle East 2023Outstanding Digital Customer Experience in the Middle East 2023Most Innovative Wealth Management Strategy of the Middle East 2023Best AI or Robo Investment Provider of The Middle East 2023Top Family Office of The Middle East 2023Best Outsourcing and Business Process Management Practice of The Middle East 2023Most Innovative Client Lifecycle Management of The Middle East 2023Best Portfolio Management of The Middle East 2023 The Best Private Wealth Management Company category recognizes & empowers the best private wealth managers and wealth management companies in the Middle East region. Banks have always spearheaded & managed the wealth of most of the top HNWIs & Family-owned businesses. This category recognizes the Bank’s efforts to manage the wealth of most of the UHNI’s & institutions. The leading wealth tech adopter of middle east categories spotlights the best technologies adopted by wealth management firms across the entire middle east region. It is a technology-focused category recognizing the top-notch technologies & new tech benchmarks set by wealth management companies. The Outstanding digital customer experience of the middle east 2022 showcases the best-in-class digital customer experience from wealth management firms across the middle east, in the world where the entire world along with business, transactions also went digital and so did the customer experience. This category would unveil the best digital customer experiences. The last couple of years were quite challenging for Banks, Wealth management companies & consumers as well. This caused numerous innovations in processes, technology & financial products. This category aims to recognize & motivate wealth managers & firms to strive better & make more efficient strategies for an exceptional future. Ease of use or a hands-off experience, ease of connections to a bank account, asset allocation, portfolio rebalancing, and tax optimization are key considerations, as well as offering proprietary and diverse portfolio options. This category is awarded to the institution with the Robo Advisory and AI Investment service providing the best options for clients with high balances. Family offices provide a broad spectrum of private wealth management services to one or a small number of ultra-high-net-worth families. Besides financial services, family offices can provide various kinds of planning, charitable giving advice, concierge services, and other comprehensive services. This category is awarded to the institution offering the best services to Family Offices through a range of data, analytics, and reporting, and Investment, including Stewardship, Securities Services, and Wealth Management. In recent years, the Wealth and Asset Management industry has seen a shift towards outsourcing back and middle office operations at large broker-dealers as firms recognize the value in third-party vendors and the competitive advantage, they may gain over low-cost fintech firms by moving operations externally. As the industry continues to evolve, third-party vendors have begun to provide firms the opportunity to outsource parts of their investment platform functionality such as account and cash management, client billing, trade matching, and confirmation. In wealth management, CLM covers the full end-to-end journey of an investor or institution – a lifetime journey shepherded by a Relationship Manager (RM), encompassing a litany of critical processes, and reliant on interactions with various departments across the firm. Portfolio management can be explained as the process of managing individuals’ investments so that they maximize their earnings within a given time horizon. Furthermore, such practices ensure that the capital invested by individuals is not exposed to too much market risk. This category is awarded to the institution offering capital appreciation, allocating resources optimally, risk optimization, and protecting earnings against market risks. Experience of no. of years in the Financial Industry: No of UHNI’s managed in the last financial year: Mention a list of achievements & why you should win the Award: Total No of Wealth Advisors in the Bank: No. of New clients onboarded in the last financial year: Total new investments in the last financial year (In USD) [Only from the wealth management division]: New technology transformations in your company: Details of a digital platform adopted:: Technologies used for accelerating digital transformation: Mention the best customer service initiative: Mention technology adopted for better customer experience: Mention future roadmap for enhancing the customer experience with technology: Details of best wealth management product: Mention the best COVID relief strategy for clients: Details of the best technology-based strategy for clients: Mention details about a new technology adopted in your company: Total new investments in the last financial year (In USD): New tech-integrated process in your company (If Any): No. of New clients onboarded in the last financial year: No. of Family-owned Businesses managed: Technologies used for accelerating digital transformation: Mention a technology-driven interface adopted by your company How does your company overcome the fee compression pressure? No. of New clients onboarded in the last financial year: No. of New clients onboarded in the last financial year: New tech-integrated process in your company (If Any): Mention a client testimonial resulting from efficient technology adoption: No. of New clients onboarded in the last financial year: Mention the future plans for efficient wealth management: Δ