Business Banking Solutions

Eliminate Friction and Increase Your Revenues

Small and medium sized businesses are hugely important, and it’s time to show them just how much they mean to you. Break down the barriers between departments and create a complete picture for the businesses you serve.

Get Ahead of the Curve with Business Insights

Proactively identify opportunities and risks across all your customers and prospects. Business Insights puts you in the driver’s seat with an eagle-eye view of the businesses you serve so you can enhance your customer service and business development.

Role-Based Portals for Extreme Customization

Say goodbye to all the friction-filled processes that surround commercial transactions and free your business banking team from the burdens that keep them from providing great service. Clean, unified data puts your customer front and center so there’s nothing to distract your team from getting the job done—correctly and quickly.

Modular Systems for Personalized Experiences

Wealth Access’ role-based, modular client portal can be easily integrated anywhere—with third-party business tools, retirement platforms, and even other banks. Already got a portal in place? No problem. Our robust API-driven widget library lets you easily upgrade while maintaining your existing framework.

See It All. All You Want.

See everything happening across your organization, from customer dashboards to bankers’ books of business to operational information that impacts all areas of your business. And best of all, create an unlimited amount of new custom dashboards and views whenever you need.

Sophisticated Technology for Your Unique Requirements

Your customers get the kind of hyper-personalized experiences that create loyal fans, and your team gets the kind of remarkable insights they need to embrace digital transformation and create powerful conversations that revolutionize businesses.

Small Businesses. Huge Advantage.

The Wealth Access app is with your clients wherever they go. Customizable to your bank’s brand, clients can view insights drawn from their financial accounts with a personalized mobile experience.

“In today’s environment you need technology that gives advisors all the information they need to manage client relationships, pipeline, emails, and access any files. Wealth Access gives us that capability. ”

Stephen Irish

MANAGING DIRECTOR, ENTERPRISE WEALTH MANAGEMENT & COO

“Our job is to act as a translator to find the right information and present it to clients in a way that allows them to achieve their goals. Wealth Access allows us to distill that information and get to the heart of what each client wants.”

Sal Marone

EVP, CHIEF ADMINISTRATIVE OFFICER

“Wealth Access sits on top of our books and records without disrupting existing workflows. Because of that light touch, we’ve been able to quickly build unified financial views that help us uncover more revenue-gnawing opportunities with our business clients.”