Recognition highlights Regions’ planning-first approach and use of technology to help advisors deliver more personalized, comprehensive financial guidance.
BIRMINGHAM, Ala., October 22, 2026–(BUSINESS WIRE)–Regions Bank on Thursday announced Regions Private Wealth Management has received the 2026 Datos Impact Award for Best Innovation in Financial Planning, recognizing the company’s continued advancement of a planning-first approach that combines experienced financial guidance with technology to deliver clients a more connected, personalized and comprehensive experience.
What is the Datos Impact Award?
Datos Insights is a research and advisory firm working with the banking, insurance and securities industries. The Datos Impact Awards recognize financial institutions, insurers and solution providers for innovation and demonstrated business impact across the financial services industry. Datos selected Regions Private Wealth Management for an approach that places comprehensive wealth planning at the center of the client relationship while leveraging technology to make planning information more accessible within advisors’ day-to-day workflows.
“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 stages of life and evaluate those decisions in the context of their long-term goals. For high-net-worth individuals and families, financial decisions increasingly involve much more than investment management. They also include the following:
These areas intersect in ways that require a comprehensive view of a client’s financial life. Regions Bank’s planning-first model brings those considerations together to help clients see a more complete financial picture and make informed decisions as their needs evolve.
