From Fragmented Data to Measurable Growth

WSFS Bank created a single source of truth across business lines — improving cross-selling, operational efficiency, and positioning its wealth division to double in size within three years.

INTRUST Bank achieved a significant revenue lift by using Wealth Access to aggregate held-away assets and embed wealth visibility into its digital banking experience, enabling targeted cross-selling and higher client engagement.

Fulton uses Wealth Access to empower personalized, actionable client insights that help the bank anticipate needs, increase engagement, and fuel long-term growth.

First Citizens Bank partnered with Wealth Access to unify over 25 disparate systems into a single, mobile-friendly "center channel" that provides a real-time view of client data. This enterprise-wide integration has replaced tedious manual paperwork with frictionless digital workflows, allowing the bank to launch new initiatives in months rather than years.

AMG engaged Wealth Access to create a custom solution for its customers that provides an exceptional mobile, digital-first experience and allows clients to aggregate their financial accounts.