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How to Determine Where to Invest: AX or CX

How to Determine Where to Invest: AX or CX

Pop quiz! Which matters more for the success of your bank: Advisor Experience (AX) or Client Experience (CX)? In other words, which one would move the needle more for your bank if you invested in making it better? Answer: It depends. Yes, that’s a bummer of an answer,...

7 Communication Channels Banks Should Leverage in 2022

7 Communication Channels Banks Should Leverage in 2022

Client communications are a constant focus for financial institutions – you have to keep customers informed of how their money is doing or else they’ll take their business elsewhere.  In fact, “Customer Service Experience” and “Straightforward Practices” are two of...

4 Reasons AX is One of Your Firm’s Best Retention Tools

4 Reasons AX is One of Your Firm’s Best Retention Tools

There’s a lot of talk these days about CX, or Client Experience, which can be used to refer to pretty much any interaction a client has with a company, and it is often used to refer to any piece of technology a client uses to interact with a company.  It makes sense...

4 Essential Factors of a Comprehensive CX Strategy for Finserv

4 Essential Factors of a Comprehensive CX Strategy for Finserv

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 abbreviation, we don’t blame you – finserv is packed with them. Don’t worry, we’ve got you: CX=Customer Experience. CX is...

Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access Nominated 4x in the 2022 Wealthies Awards

Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...

Why Data Ruled the 2022 Wealth Access Summit

Why Data Ruled the 2022 Wealth Access Summit

What do you get when you bring 30 of the country’s top regional and super-regional banks together for a full day of discussion about technology, operations, and growth strategies?  You get the 2022 Wealth Access Summit! Plus, a whole lot of ideas for how to make...

Data Pollution Webinar with Ezra Group

Data Pollution Webinar with Ezra Group

Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou's educational series on data-driven wealth management, created in partnership with Xtiva...

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