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Realizing Revenues Mary Morgan and Financial Shop Solutions

Realizing Revenues Mary Morgan and Financial Shop Solutions

In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it...

Realizing Revenues Year End Recap

Realizing Revenues Year End Recap

2022 is wrapping up and we wanted to bring you clips from all of our Realizing Revenues interviews this year. Industry leaders are sharing their stories of how fintech is helping their companies and teams grow and evolve. [button...

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...

Realizing Revenues David Lincoln and WISE

Realizing Revenues David Lincoln and WISE

In this episode David Lincoln, founder of WISE, chats with us about how his team conquers client retention, how the industry as a whole is working to improve and how firms can increase the revenue they are realizing in their relationships. Check it out to hear what...

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...

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