On This Episode

David Benskin, founder and CEO of Wealth Access, saw a need to improve balance sheet management and knew he could create a clearer and more digitized method.

During the financial crisis of 2008, it was difficult for companies to deliver balance reports to their clients. Wealth Access sought to simplify this process by unifying the data on one digital platform. This allows the data to be more easily understood, so the client gets the most out of their experience.

David said, “Our mission is to make it easy for financial institutions to access the information that they need to help transform their clients’ lives.” He also emphasized the importance of maintaining personal experiences for clients, even with much of the work done online rather than in person.

“We continue to listen to our clients and help them solve these problems and to find solutions to help them execute their plans,” said David. Taking the time to hear out the financial struggles or concerns of each client and working to find the best possible solution for them is key for Wealth Access.

In the future, he is excited to see where technology will take data usage and management, and how that will further the financial industry. Listen to this podcast to learn more about the latest in data management with Hunter and David.

Listen to David’s full interview at financialexperiencepodcast.com