Genivity Wins UBS Future of Finance Competition | Client Relationships

The entire team at Genivity was thrilled to be chosen as a winner of the UBS Future of Finance challenge. Genivity received recognition in the “Deepening Client Relationships” category. 

UBS Challenge
UBS put out the call to “…start-ups and established, growing companies that think they can change the way finance works and how banks meet their clients’ needs – delivered this year in collaboration with Deloitte and 100% Open.” Genivity knew that this call to action fit our mission statement and we’re excited to see the fruits of our labor. 

Upon receiving recognition as a winner, Genivity’s founder and CEO, Heather Holmes, had this to say:
“Our mission at Genivity is to help advisors have data-driven conversations about emotionally-complex planning topics with their clients focusing on longevity, health, and elder care. We are honored to be recognized by UBS and Deloitte.”

We think that Heather perfectly encapsulates what the entire team here at Genivity feels and has been working so hard to achieve.

The Team at Genivity would like to thank UBS for selecting us for this award. We look forward to working with UBS and using the prize money to accelerate our mission and put our tools in the hands of those who can use them to make a difference.

Genivity also extends our deepest gratitude to financial planners around the world who use our technology to add an extra layer of security to those looking to retire. In an unstable world of health care costs, we’re proud to find new ways to deepen client relationships, implement data driven decisions, grow assets and, ultimately, have your clients worry less.

The entire team is reinvigorated by this award and dedicated, more than ever, to delivering the best possible product for our customers and their clients. 

Thank you for your support of Genivity, now and in the future.