Blog
How to Find a Tech Partner Who Understands CX for Financial Institutions
Customer experience (a.k.a., CX) is a core focus among banks and financial firms alike these days. Historically, CX was all about reporting – as long as a company was getting the data to the end user, it didn’t really matter how it got there. It may not have been...
4 Essential Factors of a Comprehensive CX Strategy for Finserv
CX. Those two letters have become something like the Holy Grail of financial services as of late. If you’re having trouble placing this particular abbreviation, we don’t blame you – finserv is packed with them. Don’t worry, we’ve got you: CX=Customer Experience. CX is...
Wealth Access and Supernova Announce Expanded Access to Securities-Based Lending
Wealth Access and Supernova Technology Announce Agreement to Expand Access to Securities-Based Lending for Financial Institutions Wealth Access and Supernova Technology agreement will equip regional banks, RIAs, and independent trust companies across the country with...
Wealth Access Nominated 4x in the 2022 Wealthies Awards
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...
Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks
Read the original press release here. Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks To Generate Peer Discussions Around Growth And Innovation Wealth Access welcomed 30 regional and super-regional banks and wealth management firms...
Why Data Ruled the 2022 Wealth Access Summit
What do you get when you bring 30 of the country’s top regional and super-regional banks together for a full day of discussion about technology, operations, and growth strategies? You get the 2022 Wealth Access Summit! Plus, a whole lot of ideas for how to make...
Data Pollution Webinar with Ezra Group
Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou's educational series on data-driven wealth management, created in partnership with Xtiva...
Why Data Unification Leads to Fintech Success (Podcast Interview)
Wealth Access CEO David Benskin recently joined Johnny Sandquist and Torie Happe on the TacoTech podcast to talk all things data for financial institutions. In this episode, David breaks down how wealth management firms can: Add new solutions to their tech stack...
How Open APIs Support Growth and Innovation
Among the reasons bank customers switch banks, online banking capabilities and mobile banking capabilities rank third and fourth, respectively. Multiple factors go into making those capabilities really shine, and one of the biggest is how well your tech interacts with...
Spring 2022 Release Notes
Our first product update of the year is bringing another set of enhancements and new features that will improve the way you use Wealth Access in your bank or wealth management organization. You’ll see these updates roll out automatically on Sunday, April 10th. Please...
Advantages of Open Banking for Consumers & Banks
For banks, there’s a constant push to adapt and innovate to new customer needs – people want easy, efficient and secure access to their own information. But when it comes to delivering all of a customer’s data in one easy view, that is always easier said than done –...
Partner vs. Vendor: How Wealth Access Partners with Banks for Lasting Success
The traditional bank-vendor relationship is primarily transactional. In it, a bank needs a particular set of features, so they find a vendor that can provide that set of features and they sign up. Done deal. The vendor won the bank’s business (for now), and it will...
Why Open APIs Matter for Banking
To keep up with the competition, your bank needs to deliver hyper-personalization and convenience around the clock. But as a business with customers who may live in different states across the country, how do you scale up to grow without sacrificing your standards?...
