Blog
4 Steps to Building a Successful Omnichannel Banking Strategy
Having a single e-banking solution used to be enough to set a bank apart, even if it was just on desktop. Customers would struggle through the process of using desktop versions of sites on their phones and not really think much about it, or they would tolerate a...
How Wealth Access Creates a Better Commercial Banking Experience
Small business owners are some of the best clients a bank or financial firm could ever want. They are responsive, they need the services you provide, and the better you serve them, the more business they’ll give you. Not only that, but they can be a lucrative source...
Wealth Access and FIS Global: A Partnership for Better Banking Tech
Regional banks face stiff competition. National financial institutions have higher marketing budgets, top-tier tech solutions supported by a full-scale staff of IT professionals, and a wider range of potential customers worldwide. To get a competitive edge and secure...
Realizing Revenues Mary Morgan and Financial Shop Solutions
In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...
Product Spotlight: How Wealth Insights Can Help Banks Gather Deposits
In Wealth Access, advisors can use Wealth Insights to proactively identify opportunities to expand their relationship and increase engagement with clients, which can help banks gather more deposits. Firm administrators can view the same data broken down by each...
Realizing Revenues Year End Recap
2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews this year. Industry leaders are sharing their stories of how fintech is helping their companies and teams grow and evolve. [button...
December 2022 Release Notes and Product Enhancements
We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...
Product Spotlight: Wealth Insights
Wealth Insights is centered around proactively identifying opportunities, trends, and risks across your client base by applying business intelligence techniques across clients’ account data, login activity, and profile information. Advisors have access to Wealth...
What Does the Wealth Access Investor Portal Look Like?
High net worth investors bring an expectation that their advisors will provide them with deep insights, more frequent communication and instant access to their financial information. They may be risk-averse or aggressive investors, and want to know that their advisor...
Realizing Revenues David Lincoln and WISE
In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what...
What is Wealth Access for Business Owners and How Does it Work?
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 in – employees or customers – but she still had to pay rent and keep going. It was pretty touch-and-go for a while,...
What Does Wealth Access for Salesforce Look Like?
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 is that even though most financial institutions have Salesforce, they’re not actually using it. The issue is...
What Does the Wealth Access Digital Banking Integration Look Like to Consumers?
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 lives. Customers don’t have to worry about juggling multiple logins, and you don’t have to worry about...
