Wealth Access CEO David Benskin recently joined Johnny Sandquist and Torie Happe on the TacoTech podcast to talk all things data for financial institutions.
In this episode, David breaks down how wealth management firms can:
- Add new solutions to their tech stack without getting overwhelmed
- Why unifying data is the first step to customer service success
- How to make integration a seamless experience with unified data is at the center
- And, maybe best of all – David’s favorite tacos
Click below to listen to the episode.