Blog
How to Determine Where to Invest: AX or CX
Pop quiz! Which matters more for the success of your bank: Advisor Experience (AX) or Client Experience (CX)? In other words, which one would move the needle more for your bank if you invested in making it better? Answer: It depends. Yes, that’s a bummer of an answer,...
7 Communication Channels Banks Should Leverage in 2022
Client communications are a constant focus for financial institutions – you have to keep customers informed of how their money is doing or else they’ll take their business elsewhere. In fact, “Customer Service Experience” and “Straightforward Practices” are two of...
How One Bank Uses Wealth Access to Maintain Close Relationships with Digital Customers
A company with deep roots in banking and trust services may not be the first name that comes to mind when talking about digital leaders in wealth management – but Enterprise Bank isn’t a typical bank. When the pandemic took financial services by storm and forced...
4 Reasons AX is One of Your Firm’s Best Retention Tools
There’s a lot of talk these days about CX, or Client Experience, which can be used to refer to pretty much any interaction a client has with a company, and it is often used to refer to any piece of technology a client uses to interact with a company. It makes sense...
Building a Strong Bank CX: 6 Costs Your Budget Should Cover
One of the biggest challenges of a banking budget? Not allocating enough resources for your client experience (CX). Your CX involves every single interaction a client has with your bank, including calls, emails, digital interfaces, in-person meetings and more. It...
4 Common Bank CX Roadblocks: How Legacy Thinking May be Holding Your Bank Back
When it’s time to build anything new, whether it’s a skyscraper or a website – or your bank’s CX (customer experience) – it’s never as simple as you’d hope it could be. In a perfect world, you could take the ideal picture in your mind and replicate it in the real...
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...
