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