Technology
December 2022 Release Notes and Product Enhancements

December 2022 Release Notes and Product Enhancements

We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...

December 2022 Release Notes and Product Enhancements

December 2022 Release Notes and Product Enhancements

We are excited to share our final release notes of the year and provide a glimpse of upcoming enhancements our team has been working on. In this quarter’s Product Update, we’re making it easier than ever to share your financial data, connect to the tools you and your...

Product Spotlight: Wealth Insights

Product Spotlight: Wealth Insights

Wealth Insights is centered around proactively identifying opportunities, trends, and risks across your client base by applying business intelligence techniques across clients’ account data, login activity, and profile information. Advisors have access to Wealth...

What Does the Wealth Access Investor Portal Look Like?

What Does the Wealth Access Investor Portal Look Like?

High net worth investors bring an expectation that their advisors will provide them with deep insights, more frequent communication and instant access to their financial information. They may be risk-averse or aggressive investors, and want to know that their advisor...

What Does Wealth Access for Salesforce Look Like?

What Does Wealth Access for Salesforce Look Like?

Salesforce is, far and away, the most popular CRM software in the business world, with a market share of 24%. But in the financial industry, the open secret is that even though most financial institutions have Salesforce, they’re not actually using it. The issue is...

Trends in Banking Tech to Watch Out for in 2023

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

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...

7 Communication Channels Banks Should Leverage in 2022

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...

4 Essential Factors of a Comprehensive CX Strategy for Finserv

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...

Data Pollution Webinar with Ezra Group

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...

How Open APIs Support Growth and Innovation

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...

Advantages of Open Banking for Consumers & Banks

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 –...

Why Open APIs Matter for Banking

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?...

How to Assess Your Most Important Tech Needs

How to Assess Your Most Important Tech Needs

If you’ve worked in the financial industry for any length of time, you know what a transformative effect the digital revolution has had on regional and super-regional banks. Approximately 70% of senior banking executives report that partnering with financial...

Build, Buy, or Both? Choosing the Right Tech Stack

Build, Buy, or Both? Choosing the Right Tech Stack

With more than 23.5 million U.S. households engaging in mobile banking, regional and super-regional banks have no choice but to explore ways that innovative technologies can help them set themselves apart in the digital world. The search for opportunities to elevate...

How to Optimize Your Next Tech Implementation

How to Optimize Your Next Tech Implementation

Want to hear a technology horror story in five words? “Your implementation starts next week.” If you’ve ever added technology or any kind of software to your bank, you too may have felt a twinge of fear when seeing the word “implementation.” But it doesn’t have to be...

10 Things Technology Partners Do for Banks

10 Things Technology Partners Do for Banks

Although most banks list “improving the customer experience” as a top priority, less than one-third actually report “expanding their product line” anywhere in their top priorities in at least one recent survey. In other words, while creating a better CX is a...

Improve Customer Communication with Shared Account Access

Improve Customer Communication with Shared Account Access

From the middle class to the wealthiest families in the country, most families find it incredibly difficult to talk about money. In fact, a BNY Mellon study found that lack of communication could be the culprit behind the loss of up to 60 percent of family fortunes. ...

Enabling Roles-based Authorization in Digital Portals

Enabling Roles-based Authorization in Digital Portals

When it’s time to onboard a new employee, adding them to all the right technology systems used is one of the most time-consuming practices for most organizations.  But onboarding isn’t just time-consuming—it’s also critically important for how successful an employee...

How Banks are Powering the Small Business Economy

How Banks are Powering the Small Business Economy

Small business is big business in the United States.  Nearly half of all Americans are employed by a small business, and there are 30 million small to midsize business owners in the country.  So if your bank or wealth management firm is making it a priority to serve...

October 2021 Wealth Access Release Notes

October 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of our Customer Data Insights platform that Unifies and Enriches your client’s data to power hyper-personalized experiences for your clients and your organization. This release will...

June 2021 Wealth Access Release Notes

June 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Saturday,...

February 2021 Wealth Access Release Notes

February 2021 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. To support your ongoing commitment to your clients to...

October 2020 Wealth Access Release Notes

October 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Monday,...

August 2020 Wealth Access Release Notes

August 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

June 2020 Wealth Access Release Notes

June 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

April 2020 Wealth Access Release – Security Enhancements

April 2020 Wealth Access Release – Security Enhancements

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...

April 2020 Wealth Access Release Notes

April 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. As part of the upcoming April Release on Thursday,...

February 2020 Wealth Access Release Notes

February 2020 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that help drive insights and efficiencies in your organization. This release will automatically take place on Thursday,...

December 2019 Wealth Access Release Notes

December 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...

October 2019 Wealth Access Release Notes

October 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place...

August 2019 Wealth Access Release Notes

August 2019 Wealth Access Release Notes

Wealth Access continues to make investments in the development and extension of your mobile/digital client experience and the advisor and firm tools that can help to drive insights and efficiencies in your organization. This release will automatically take place on...

Lessons from T3

Lessons from T3

Technology Tools for Today (T3) 2014, which took place February 10-12 at the Anaheim Hilton, showcased a number of such technologies already flooding the market, and even more waiting on the horizon.

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