When it comes to individuals with a high net worth, financial professionals say identifying a way to properly organize, track and view investments can be a challenge. David Benskin has launched his own company around the need.
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....
