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How to Optimize Your Next Tech Implementation
Want to hear a technology horror story in five words? “Your implementation starts next week.” If you’ve ever added technology or any kind of software to your bank, you too may have felt a twinge of fear when seeing the word “implementation.” But it doesn’t have to be...
10 Things Technology Partners Do for Banks
Although most banks list “improving the customer experience” as a top priority, less than one-third actually report “expanding their product line” anywhere in their top priorities in at least one recent survey. In other words, while creating a better CX is a...
Improve Customer Communication with Shared Account Access
From the middle class to the wealthiest families in the country, most families find it incredibly difficult to talk about money. In fact, a BNY Mellon study found that lack of communication could be the culprit behind the loss of up to 60 percent of family fortunes. ...
Enabling Roles-based Authorization in Digital Portals
When it’s time to onboard a new employee, adding them to all the right technology systems used is one of the most time-consuming practices for most organizations. But onboarding isn’t just time-consuming—it’s also critically important for how successful an employee...
How to Make Your Bank’s Digital Customer Experience Better
Do you agree or disagree with the following statement? “Improving the customer experience is one of the top priorities for all banks today.” If you disagree, it might be time to change your mind. Recent studies have shown that banks who invest in improving the...
How Banks are Powering the Small Business Economy
Small business is big business in the United States. Nearly half of all Americans are employed by a small business, and there are 30 million small to midsize business owners in the country. So if your bank or wealth management firm is making it a priority to serve...
Elevate Your Client Insights with Wealth Access for Salesforce
More than 150,000 businesses use Salesforce as their CRM to power their operations, customer journeys, and sales and marketing teams. As part of our commitment to supporting the financial services firms who are among those 150,000 businesses, we’ve launched Wealth...
How First Citizens Bank United Their Systems with Wealth Access
COVID-19 made businesses rethink how they operate, and the financial industry has been no exception. Throughout the early portions of 2020, nearly every firm was scrambling to get systems in place that would allow their employees to do something as basic as logging in...
Wealth Access for Business Launches Today
Business initiative creates a technology experience crafted specifically to equip enterprise financial services firms with the technology they need to create enriched digital experiences for business bankers and the SMB organizations they support. Wealth...
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer...
Wealth Access Rockets to $571 Billion on its Platform
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.
October 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of our Customer Data Insights platform that Unifies and Enriches your client’s data to power hyper-personalized experiences for your clients and your organization. This release will...
June 2021 Wealth Access Release Notes
Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Saturday,...
