Regions Bank made some big news Thursday. Regions Private Wealth Management is the recipient of the 2026 Datos Impact Award for Best Innovation in Financial Planning. The firm’s award-winning approach is planning first. It combines the technology with the expertise of financial guidance. This makes the experience more connected, personalized and holistic for clients.
What Is the Datos Impact Award? – Datos Insights is a research and advisory firm. It works with the banking, insurance, and securities industries. The Datos Impact Awards honor financial institutions, insurers, and solution providers. Winners show innovation and proven business impact across financial services. This year, Datos selected Regions Private Wealth Management for its planning-centered model. The model places comprehensive wealth planning at the heart of the client relationship. Moreover, it uses technology to make planning information more accessible within advisors’ day-to-day workflows.
Leslie Carter-Prall, head of Regions Private Wealth Management, explained the thinking behind the win.
“A wealth plan is much more than a document. It’s a roadmap that helps clients understand where they are, where they want to go and the choices that can help them get there,” said Leslie Carter-Prall, head of Regions Private Wealth Management. “Clients’ financial lives are increasingly complex, and they are looking for advice that considers the complete picture, from retirement and investments to business succession, wealth transfer, banking and philanthropy. This recognition from Datos Insights reflects the work our teams are doing to combine personal advice, specialized experience and technology to help clients make important decisions with greater clarity and focus.”
Why Wealth Planning Matters
Wealth planning helps individuals and families connect financial decisions across different life stages. It also lets them weigh those decisions against long-term goals. For high-net-worth clients, needs now reach well beyond investment management. Key areas include:
- Retirement readiness
- Tax considerations
- Business succession
- Charitable giving
- Wealth transfer
- Multigenerational planning
These areas overlap in ways that demand a comprehensive view. Therefore, the planning-first model at Regions Bank brings them together. Clients see a fuller financial picture. Consequently, they make informed decisions as their needs evolve.
“Wealth planning has been a cornerstone of how we build client relationships at Regions Bank,” said Bryan Koepp, Regions Wealth Executive. “Technology is helping us build on that foundation by providing new tools our advisors can access for more efficient, detailed planning information and a more connected view of a client’s financial picture. That means our advisors can spend more time on what matters most: helping clients confidently navigate important financial decisions.”
How Technology Is Enhancing Wealth Planning at Regions
Over the past year, Regions continued its technology investments with its Wealth Management teams. The tools offer advisors a more connected access to financial planning information. Advisors can then provide timely and detailed guidance to clients. These capabilities help advisors gather more pieces of a client’s financial picture. They also allow advisors to test possible scenarios and customize their recommendations. And at the same time the process is made more efficient and uniform.
To summarize, the Datos Impact Award stands as proof of Regions’ larger commitment to combining innovative technology with personalized advice. “Better information and more efficient processes provide advisors with more time and insight. This enables them to focus on the individual goals of each client.
“It’s hard to innovate on something you’ve done well for decades, yet Regions Wealth Management found a way to scale its wealth planning capabilities,” said Wally Okby, Strategic Advisor, Wealth Management at Datos Insights. “Pairing a deep planning culture with modern integration is what separates firms that talk about planning-led advice from firms that actually deliver it.”
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News Source: Businesswire.com
