by Anna Kate Mahaney | Nov 16, 2023 | News
NASHVILLE, Tenn.–Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for...
by Anna Kate Mahaney | Oct 18, 2023 | News
NASHVILLE, Tenn., Oct. 18, 2023 – Wealth Access, the leading customer data insights platform, announced it has been selected as a finalist in the Financial...
by Anna Kate Mahaney | Sep 28, 2023 | News
NASHVILLE, Sept. 19, 2023 — Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in...
by Anna Kate Mahaney | Sep 28, 2023 | News
Bank Business News, September 25, 2023 A recent report from Coldwell Banker forecasts Gen Xers and Millennials will receive more than $68 trillion in...
by Anna Kate Mahaney | Sep 28, 2023 | News
Provider to present 7-minute live demo showcasing platform’s ability to enrich and unify financial data for more than 2,000 conference attendees...