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How to Optimize Your Next Tech Implementation

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

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

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

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 Banks are Powering the Small Business Economy

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...

Wealth Access for Business Launches Today

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...

October 2021 Wealth Access Release Notes

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

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,...

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