by David Benskin | Jun 29, 2022 | Client Experience, Technology
Customer experience (a.k.a., CX) is a core focus among banks and financial firms alike these days. Historically, CX was all about reporting – as long as a...
by David Benskin | Jun 22, 2022 | Client Experience, Technology
CX. Those two letters have become something like the Holy Grail of financial services as of late. If you’re having trouble placing this particular...
by David Benskin | Jun 7, 2022 | News
Wealth Access and Supernova Technology Announce Agreement to Expand Access to Securities-Based Lending for Financial Institutions Wealth Access and Supernova...
by David Benskin | Jun 6, 2022 | Practice Management, Realizing Revenues
In this episode, we chat with Troy Jordan, the Managing Director of Wealth and Retirement from INTRUST Bank. Listen in to hear how Troy and his team create...
by David Benskin | Jun 6, 2022 | News
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience...