James Elwood Joins Wealth Access’ Executive Team

FinTech veteran brings experience to support growth, new platform initiatives 

NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial institutions, today announced a new appointment to its executive team: James Elwood, Chief Technology Officer (CTO). This appointment will be instrumental in supporting the company’s vision to expand its technology across brokerage, trust and banking in 2024. 

Founder and CEO of Wealth Access David Benskin said, “2023 was an exceptional year of growth for us, and 2024 is starting off with the exciting addition of James to our well-established leadership team alongside Brandi Zinn, Jeff Bloedorn and myself. Having James join us will be beneficial to sustaining our momentum as the business expands and we strengthen our brokerage, trust and retail banking capabilities. He has unprecedented business acumen that complements our executive team and further bolsters our industry presence. We look forward to gaining his seasoned insights that will help take our platform to the next level.”

Elwood brings a wealth of experience and expertise to his new position, having spent four years as the Director of Software Engineering at Jack Henry and 12 years as CTO with Geezeo. He has an extensive technical background in Software Engineering, Data Engineering and Machine Learning. Elwood has also successfully managed teams of scale, demonstrating strong leadership skills. 

Elwood said, ”Throughout my career, I have been deeply involved in shaping digital consumer experiences within the financial services sector. Wealth Access’ technology truly embodies the cornerstone of next-generation digital banking and is poised for further capability growth. I am eager to leverage my expertise to help propel the business to new heights during this crucial phase.” 

Wealth Access drives hyper-personalized banking experiences by unifying and enriching financial services’ existing books and records across brokerage, trust and banking. The technology empowers bankers and advisors to seamlessly integrate various wealth data, including brokerage, trust and retirement accounts, into business and retail banking experiences to better visualize customers’ unique financial needs. With rationalized data, service teams can access living balance sheets, discover intelligent insights, identify risks and opportunities, provide tailored customer recommendations and deliver a digital experience without borders.

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