Recognition highlights Regions’ planning-first approach and use of technology to help advisors deliver more personalized, comprehensive financial guidance.

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.

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October is National Financial Planning Month, and Regions Bank is announcing Regions Private Wealth Management has received the 2026 Datos Impact Award for Best Innovation in Financial Planning.

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:

• Retirement readiness
• Tax considerations
• Business succession
• Charitable giving
• Wealth transfer
• Multigenerational planning

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.

“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 has continued investing in technology that gives Wealth Management teams more connected access to financial planning information and helps them deliver timely, detailed guidance to clients. These capabilities help advisors bring together more elements of a client’s financial picture, evaluate potential scenarios and provide personalized guidance with greater efficiency and consistency.

The Datos Impact Award reflects Regions’ broader commitment to combining innovative technology with personalized advice. By providing richer information and streamlining processes, technology can give advisors more time and insight to focus on each client’s individual goals.

“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.”

About Regions Financial Corporation

Regions Financial Corporation (NYSE: RF), with $163 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest and Texas, and through its subsidiary, Regions Bank, operates more than 1,200 banking offices and more than 1,750 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

About Datos Insights

Datos Insights is the leading research and advisory partner to the banking, insurance, securities, and payments industries, both the financial services firms and the technology providers who serve them. In an era of rapid change, we empower firms across the financial services ecosystem to make high-stakes decisions with confidence and speed. Our distinctive combination of expert advice, proprietary data, and community provides actionable insights that enable clients to accelerate critical initiatives, inspire decisive action, and de-risk strategic investments to achieve faster, bolder transformation.​ Visit datos-insights.com for more.

Non-bank deposit products, including investments, securities, mutual funds, insurance products crypto-assets, and annuities, are not FDIC insured, are not bank guaranteed, are not deposits, are not a condition of any banking activity, are not insured by any government entity, and may lose value. All investing involves risk, including the possible loss of principal.

Regions does not provide tax or legal advice. Clients should consult an independent tax advisor or attorney regarding their individual circumstances.

The 2026 Datos Impact Award was presented by Datos Insights based on information submitted for consideration and Datos Insights’ applicable evaluation methodology. Regions did not pay to be considered for the award. The award is not indicative of future performance and does not constitute an endorsement of any particular investment, product or service.

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