Bank of America won the 2025 Model Wealth Manager Award for Holistic Wealth Management and Financial Wellbeing, recognizing its commitment to delivering comprehensive, personalized financial solutions for high-net-worth clients. Through the Bank of America Private Bank, clients receive tailored services spanning investment management, estate planning, philanthropy, and lending—backed by the full resources of the bank.

A key part of this strategy is the Unified Mobile App Experience, a four-year initiative consolidating five apps into one seamless platform. This integrated app gives clients a holistic view of their financial lives, including both Bank of America and external accounts, all through a single, user-friendly interface. The centerpiece of the app, the Accounts Overview section, attracts over 30 million users and sees more than 630 million monthly visits.

Built on principles like personalization, simplicity, and consistency, the app features single authentication, a microservices architecture, and deep integration with Erica®, the bank’s virtual assistant. Guided by extensive client research, the design balances familiarity with innovation, making it easier for clients to manage their finances in one place.

Anyone can access a one page summary and a highlight reel diving into the award-winning initiative. Celent subscribers can access a full-length case study report by logging in.