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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...

How Open APIs Support Growth and Innovation

How Open APIs Support Growth and Innovation

Among the reasons bank customers switch banks, online banking capabilities and mobile banking capabilities rank third and fourth, respectively. Multiple factors go into making those capabilities really shine, and one of the biggest is how well your tech interacts with...

Spring 2022 Release Notes

Spring 2022 Release Notes

Our first product update of the year is bringing another set of enhancements and new features that will improve the way you use Wealth Access in your bank or wealth management organization.  You’ll see these updates roll out automatically on Sunday, April 10th. Please...

Advantages of Open Banking for Consumers & Banks

Advantages of Open Banking for Consumers & Banks

For banks, there’s a constant push to adapt and innovate to new customer needs – people want easy, efficient and secure access to their own information.  But when it comes to delivering all of a customer’s data in one easy view, that is always easier said than done –...

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