Blog
How Wealth Access Creates a Better Commercial Banking Experience
Small business owners are some of the best clients a bank or financial firm could ever want. They are responsive, they need the services you provide, and the better you serve them, the more business they’ll give you. Not only that, but they can be a lucrative source...
Trends in Banking Tech to Watch Out for in 2023
It’s been quite a year for banking tech. Looking back, you can see more and more banks realizing the power of open APIs, better client communication and transaction enrichment, just to name a few. And as excited as we are about the trends we’ve seen come to fruition...
Fall 2022 Release Notes and Product Enhancements
The year is beginning to wind down, but product development at Wealth Access isn’t taking a break. We have grown our product and development teams this year, and we’re continuing our push to innovate and expand our Customer Data Platform for your benefit. In this...
Realizing Revenues Don Seacrest and AMG National Trust
In this episode, Don Seacrest, Senior Vice President of Operations at AMG National Trust chats with us about the complexities of integrating data from acquired businesses, using fintech to strengthen client relationships and the benefits of aggregating data. Check it...
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,...
Realizing Revenues Scott Neff and Glenview Trust Company
In this episode, Scott Neff, President and CEO of The Glenview Trust Company talks with us about traversing through a digital ecosystem. Listen to this episode to hear how Scott and his team unify data using technology, overcome the challenges of fintech adoption, and...
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...
Realizing Revenues Linda Gu and Supernova Technology
In this episode, we chat with Linda Gu, the Executive Vice President of Sales and Marketing from Supernova Technology. Listen in to hear Linda discuss the benefits, misconceptions, and advantages of using a securities-based lending technology program. [button...
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...
Realizing Revenues Sal Marone and Fulton Private Bank
In this episode, Sal Marone, the EVP and Chief Administrative Officer of Fulton Private Bank chats with us about the ins and outs of private banking. Listen in to hear how Sal and his team leverage technology to create personalized client experiences, treat client...
