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December 2022 Release Notes and Product Enhancements

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

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?

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...

What Does Wealth Access for Salesforce Look Like?

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...

Trends in Banking Tech to Watch Out for in 2023

Trends in Banking Tech to Watch Out for in 2023

It’s been quite a year for banking tech. Looking back, you can see more and more banks realizing the power of open APIs, better client communication and transaction enrichment, just to name a few.  And as excited as we are about the trends we’ve seen come to fruition...

Fall 2022 Release Notes and Product Enhancements

Fall 2022 Release Notes and Product Enhancements

The year is beginning to wind down, but product development at Wealth Access isn’t taking a break. We have grown our product and development teams this year, and we’re continuing our push to innovate and expand our Customer Data Platform for your benefit. In this...

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...

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