Banks are sitting on a massive, largely untapped opportunity within their own customer base and losing it every day.
A new partnership between Wealth Access and Candescent aims to change that by connecting fragmented data across banking and wealth to give institutions a complete view of the client relationship.
Despite nearly 60% of U.S. households holding investment accounts, banks capture just 4% of those from their own customers. The issue is not demand. It is visibility. Most institutions simply do not have the connected intelligence needed to recognize opportunities and act on them in the moment.
By integrating Wealth Access into Candescent’s Intelligent Banking platform, this partnership enables financial institutions to:
– Unify client data across banking, wealth, trust, and held-away assets.
– Surface timely, relevant insights within the digital experience.
– Empower advisors with a full-picture view of each client.
– Turn everyday interactions into meaningful, relationship-building moments.
The result is more informed conversations, stronger relationships, and the ability to compete more effectively for the wealth already within reach.
“Relationships are built through consistent, informed interactions over time,” said Victoria Lubnik, Head of Partnerships at Wealth Access. “By partnering with Candescent, we’re helping financial institutions bring greater insight into the digital banking experience, supporting more relevant engagement and stronger, long‑term wealth relationships.”
Read the full feature to learn how connected wealth intelligence is reshaping the future of banking: https://www.prnewswire.com/news-releases/wealth-access-and-candescent-partner-to-activate-connected-wealth-intelligence-for-financial-institutions-302759166.html
