David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space. With the coming ‘robo-advisor’ tidal wave these changes are more important than ever.
Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer
NASHVILLE, Tenn., May 8, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Transforming Finance: How A.I....