Learn How First Citizens Bank Creates Frictionless Client Experiences

COVID-19 amplified the impact of consolidation, making a unified technology experience a non-negotiable core competency for First Citizens’ bankers and advisors.

They found it with Wealth Access.

First Citizens Cover

In this client story, you’ll discover these takeaways:

• How First Citizens Bank integrated workflows across business lines—from their custodian, to broker-dealer, to consumer bank and beyond

• What enhancements First Citizens Bank put in place to measure and respond to client expectations in real time

• Why First Citizens Bank sees the future of its bank as working hand-in-hand with its fintech partners

“Wealth Access is what I term my ‘center channel,’” says Michael Wilson, Managing Director. “It’s like an aggregator of aggregators. It’s the glue that pulls disparate systems behind my firewalls together, which ultimately creates a single pane of glass both at the advisor view, and then also allows me to turn the screen around for the client as well.”

Ready to Read More?

Download your copy of the First Citizens story to get a firsthand look at how Michael Wilson and First Citizens Bank unified their systems and are transforming clients’ lives.

Name
Follow this link to access Privacy Policy
Follow this link to access Privacy Policy
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link
    Follow this link to access Privacy Policy
close-link