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...
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...
Regional banks face stiff competition. National financial institutions have higher marketing budgets, top-tier tech solutions supported by a full-scale staff of IT professionals, and a wider range of potential customers worldwide. To get a competitive edge and secure...
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...
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...
More than 150,000 businesses use Salesforce as their CRM to power their operations, customer journeys, and sales and marketing teams. As part of our commitment to supporting the financial services firms who are among those 150,000 businesses, we’ve launched Wealth...
In the fast-paced world of financial services, change is inevitable. Maintaining flexibility in your business model is critical for ongoing success. Unfortunately, too many banks and trust departments struggle to operate in as efficient or flexible manner as possible...
You’ve likely heard for the last few years that your institution needs to offer clients a mobile financial experience. At some point in the past you may have added a mobile app to make sure that your name shows up in web and app store searches. Since the initial rush...
As a financial advisor, one of the most difficult aspects of your job is effectively managing client attitudes and behavior when financial markets dip. While some clients may be naturally inclined to not worry, there are always a few that need to be talked off the...
PIEtech®, the creator of the leading financial planning software for advisors MoneyGuidePro®, announced today the completion of a deep integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, providing a comprehensive portal experience for advisors and investors.
Learn how client portals can help improve your top- and bottom-line and the best ways to implement them in your firm.
Have you ever thought of booking a beach holiday and then, the very next day, every Google ad you see advertises a beach vacation? You know you didn’t search beach vacations online and you rack your brain as to how Google knows. Before you know it, you’re booking a...
We’re announcing a new Wealth Access integration with AdvisoryWorld that allows you to include held-away assets in your Client Proposals.
