Consumer Banking Solutions

Deliver a Living Balance Sheet

Show your clients what they have with an experience tailored to each person or company you serve, and give your client-facing professionals the structure they need to create talk-worthy client interactions.

A Beautifully Designed Customer Experience

Give your customers one login to access all their information, easily share documents, link external accounts, and communicate with their bankers and wealth advisors.

Better Communication for Everyone

Through the Wealth Access platform, your customers get much more than their living balance sheet. They also get proactive notifications, a robust document management repository, and modern digital tools that make it easy for you to make your customers feel valued.

Cross-Serve Customers with Ease

When your team can only see parts of data, they can’t provide the superior service your customers expect. With unified data, Wealth Access helps you create a powerful story that shows extraordinary value—and makes it easy for you to naturally introduce solutions across product lines that benefit your customers.

Up-to-Date Interactions, Every Time

When bankers and advisors have better data at their fingertips, they can serve customers better. Deliver the truly complete, up-to-date picture of your entire book of business through intuitive, configurable dashboards so you can empower your staff like never before.

Easy-to-use API Integration

Leverage our open API integrations to solve your firm’s data and digital strategy challenges. Connecting to our data and widget API infrastructure easily augments your existing experiences and workflows.

Banking Access from Anywhere

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

“Wealth Access allows us to deliver a high touch, highly personal feel using the information our customers find most valuable”

Sal Marone

EVP, CHIEF ADMINISTRATIVE OFFICER

“Many solutions in fintech only offer a piece of the pie, but they can’t take it all the way through into our mainframes. When I saw Wealth Access, it had the ability to bring our data straight through for me and stretch it across multiple platforms.”

Michael Wilson

MANAGING DIRECTOR

“Wealth Access gives us the technology we need to create a highly-customized and personalized digital experience for our customers.”