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Cetera and Wealth Access Form Partnership to Unite Brokerage, Trust and Digital Banking
Partnership underscores Cetera's focus on helping advisors and financial institutions deliver a differentiated and highly personalized experience to clients and members Partnership provides a leading industry solution to bridge all aspects of a client's financial...
James Elwood Joins Wealth Access’ Executive Team
FinTech veteran brings experience to support growth, new platform initiatives NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial...
Breaking down silos: The crucial role of data unification in financial institutions
The right approach to data that eliminates silos, delivers personalized experiences and drives efficiencies helps today’s institutions stay competitive. According to BAI’s 2023 Top Banking Trends and Challenges report, new client acquisition has been the leading...
Wealth Access Releases White Paper on Leveraging AI to Optimize Digital Experiences
NASHVILLE, Tenn.--Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Marrying A.I. and Your Digital Experience: A...
Wealth Access Selected as 2023 NEXT Award Finalist by Nashville Entrepreneur Center
NASHVILLE, Tenn., Oct. 18, 2023 – Wealth Access, the leading customer data insights platform, announced it has been selected as a finalist in the Financial Services Market Mover category for the Nashville Entrepreneur Center’s 2023 NEXT Awards. The NEXT Awards...
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
NASHVILLE, Sept. 19, 2023 -- Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access's commitment to...
How Financial Institution Leaders Can Prepare for the Largest Generational Wealth Transfer
Bank Business News, September 25, 2023 A recent report from Coldwell Banker forecasts Gen Xers and Millennials will receive more than $68 trillion in inheritance passed down from Baby Boomers. This indicates the largest inter-generational wealth transfer in history,...
Wealth Access to Demo Customer Data Insights Platform at Finovate Fall 2023
Provider to present 7-minute live demo showcasing platform's ability to enrich and unify financial data for more than 2,000 conference attendees NASHVILLE, August 30, 2023 -- Wealth Access, the leading customer data insights platform that unifies and enriches data to...
Wealth Access Named a Finalist For The Wealthmanagement.com 2023 Industry Awards In Four Categories
NASHVILLE, June 21, 2023 -- Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in...
FinovateFall 2023 Sneak Peek: Wealth Access
Finovate, August 22, 2023 Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data. Read more at Finovate.com