by David Benskin | Nov 2, 2022 | Technology
Meet Lisa. Lisa owns a specialty doughnut shop and has 15 employees. When COVID hit, her business was all but forced to shut down. No one was coming...
by David Benskin | Oct 26, 2022 | Technology
Salesforce is, far and away, the most popular CRM software in the business world, with a market share of 24%. But in the financial industry, the open secret...
by David Benskin | Oct 19, 2022 | Technology
We built the Wealth Access Digital Banking integration so regional banks could provide a unified portal that pulled in every aspect of your clients’ financial...
by David Benskin | Oct 12, 2022 | Technology
It’s been quite a year for banking tech. Looking back, you can see more and more banks realizing the power of open APIs, better client communication and...
by David Benskin | Oct 6, 2022 | Product Tour, Software Update, Technology
The year is beginning to wind down, but product development at Wealth Access isn’t taking a break. We have grown our product and development teams this year,...
