We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas. In addition, the Wealth Access team hosted an after-hours reception poolside at the Four Seasons where we were able to discuss the importance of utilizing Wealth Access to better advise clients.
Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...