How INTRUST Bank Creates an Integrated Client Experience
What’s the most important way for a bank to differentiate its wealth management division today? Once upon a time, the answer might have been its number of investment strategies or more competitive fees. Those are still important factors for a consumer when choosing a...
How Data Aggregation Helps Enterprise Bank Provide Better Customer Service
When you think of digital customer service, what’s the first thing that comes to your mind? For some, the answer might be a client portal where a client can upload documents to their financial institution. For others, the answer might be along the lines of a mobile...
October 2020 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 Monday,...
How Fulton Financial Advisors Increased Client Satisfaction with Better Tech
If you had to make a pie chart of all the reasons a client might end their relationship with a financial advisor, what would the biggest piece of the pie represent? While it may not be the sole factor of client attrition, “poor technology” is becoming a growing...
August 2020 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 Thursday,...
June 2020 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 Thursday,...
April 2020 Wealth Access Release – Security Enhancements
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. As part of the upcoming April Release on Thursday,...
April 2020 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. As part of the upcoming April Release on Thursday,...
February 2020 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 Thursday,...
Capital Asset Advisory Services Selects Wealth Access to Unify Its Client Experience
Wealth Access will support client service and data aggregation for Capital Asset Advisory Services, a wealth management group with over $2 billion in AUM.
December 2019 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 can help to drive insights and efficiencies in your organization. This release will automatically take place on...
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