2026 Awards for Innovation and Transformation: The Winners

Alex Sword

Managing Editor

The Financial Services Forum

Best Innovation in Product 

Winner – BNP Paribas Asset Management – ESG Enhanced Equity ETF 

 

Best Innovation in Marketing 

Winner – Scottish Widows – Mirror, Mirror on the Wall: How Can We Change Apathy For All? 

Highly Commended – Influence at Work – The Hype Type Revealer 

 

Best Innovation in Customer Service 

Winner – My Home Move Conveyancing – Turning Confusion into Clarity 

Highly Commended – HSBC with Cowry Consulting – Building Compassionate Conversations for Financial Vulnerability 

 

Best Innovation in Use of Technology 

Winner – MQube – Origo Platform 

Highly Commended – Simplify – Simplify’s Transferable Identity and Anti Money Laundering Solution 

 

Best Innovation in Channel or Format 

Winner – OneFamily with Moreish Marketing and Cornerhouse Media – Scaling OneFamily Lifetime ISA Growth 

Highly Commended – Lloyds Banking Group, Scottish Widows – TV the Unlikely Hero of CRM  

 

Best Innovation on a Small Budget 

Winner – Markets Recon – From Inbox Crisis to Investment Intelligence 

Highly Commended – M&G Investments with Fundamental – Using Real Time Signal Based Marketing To Align Content With Investor Interest 

 

Best Innovation in Generative AI, sponsored by Fiducial

Winner – American Express with iCrossing – Over $1 Million in Annual Call Centre Savings through LLM-Ready Customer Service Content 

 

Best Innovation in AI Search, sponsored by Yext

Winner – American Express with iCrossing – Over $1 Million in Annual Call Centre Savings through LLM-Ready Customer Service Content 

 

Most Transformative Agency Partnership 

Winner – IFM Investors with Luminary – Leveraging Agency Expertise to Drive Change 

 

Most Innovative Use of Social Media 

Winner – The Openwork Partnership – Power of the Partnership – Hero Video LinkedIn Campaign 

Highly Commended – Alliance Bernstein – Market Matters: A Fresh Approach to Insights and Brand Building Powered by Short Animated Video 

 

Innovator of the Year – Company, sponsored by Publicis Sapient

Winner – Fundamental Group 

Highly Commended – Markets Recon 

 

Innovator of the Year – Individual, sponsored by Cowry Consulting

Winner – Stephen White – Markets Recon 

Highly Commended – Jen Clay – Shire Leasing and Funding 

 

Best Website Transformation 

Winner – thisbank – Elevating the Digital Customer Experience 

Highly Commended – Holden & Partners 

Highly Commended – Shire Funding with Moreish Marketing – From Brochure Site to Revenue Engine 

 

Most Transformative Use of Data and Insight 

Winner – First Sentier Group – Transforming Disconnected Data to a Global Marketing Intelligence Engine 

Highly Commended – Woodhurst Consulting – Savings Distribution Analytics for a Small Building Society 

 

Best Innovation in Client Event 

Winner – Croner-i  – Bitesize and Beyond: Reimagined Tax Season Webinars 

Highly Commended – BlackRock – BlackRock’s Digital Investing Revolution 2026 

 

Best Use of Marketing Automation 

Winner – State Street with Alphix Solutions – Demonstrating the Power of Dynamic, Persona Driven Contextual Targeting Combined with Agile AI Messaging 

 

Best Innovation in a Marketing Tool 

Winner – Shire Leasing with Moreish Marketing – The Cowculator: Reframing Farm Finance 

 

Most Innovative CRM Project 

Winner – Lloyds Banking Group – Scottish Widows – CTV the Unlikely Hero of CRM 

Highly Commended – Mortgage Brain – CRM Brain: Redefining the Role of CRM in Mortgage Technology 

 

Best App Redesign 

Winner – Vanquis – Rebuilding the Vanquis App to Power Smarter Money Habits 

 

Judges’ Special Award – Best Creative Leap 

Winner – State Street with Alphix Solutions 

 

Judges’ Special Award – Best Innovation in B2C 

Winner – American Express with iCrossing 

 

Judges’ Special Award – Best Innovation in B2B 

Winner – Mortgage Brain  

 

Judges’ Special Award – Most Innovative or Transformative Idea, sponsored by Moreish Marketing

Winner – BNP Paribas Asset Management

 


Images: London Event Photographer, Kevin Moran

 

 

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