Remarkable Insights.
Unified Customer Data.
Personalized Experiences.
Uncover clear, consistent, and complete stories about your customers when you unify your data. Put our light-touch platform over existing systems and watch as hyper-personalization turns existing customers into loyal fans.
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Complete Customer Information
Overcome the systems and siloed processes that hold you back when you unify your records into a single, complete financial picture.
Deep Insight
Unified data brings powerful stories to the forefront and equips financial teams with the insights they need to deliver exceptional experiences that create long-lasting loyalty.
Hyper-Personalized Experiences
Create friction-free, intuitive user journeys for everyone with a digital experience tailored to each employee and person you serve.
Serious Savings
Accelerate digital experiences and fuel revenue growth by connecting business lines for efficient and personalized customer experiences, without disrupting existing systems.
Enterprise Customer Data Unification
Wealth Access is an enterprise customer data unification platform that works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.
Our Platform
- Enterprise Data
Architecture - Role-Based
Experiences - Digital Document
Vault - Proactive
Analytics - Flawless
Integration
“Wealth Access is my center channel. It’s the glue that pulls disparate systems behind my firewalls together, creating a single pane of glass both at the advisor view while also allowing me to turn the screen around for clients.”
Michael Wilson, Managing Director of Wealth Management at First Citizens Bank
“We use Wealth Access as our consolidated client portal. We’ve got a lot of options when it comes to how clients can access their accounts, whether it’s directly through the custodians or eMoney. But we chose to go through Wealth Access as the provider for that portal to pull it all together into one consolidated view. It’s something we can lean into. It is one consistent experience that’s not driven by a custodian or financial planning tool. It allows us to be nimbler when we create more relationships with new financial planning tools or if we want to move away from eMoney.”
JP Pattinson, Wealth Manager, VP of Technology and Partner at Merit Financial Advisors
Privacy First
We’re committed to keeping your financial data secure and confidential with multiple layers of security.
Data is encrypted with AES-256 and stored at industry-leading, fully-certified data centers, and all communication occurs over secure channels.
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Got Questions?
Your success is our number one priority. Watch a demo or schedule a call with our team to see how we can revolutionize your customer data and experiences.
