Wealth Access Named a Finalist For The Wealthmanagement.com 2023 Industry Awards In Four Categories
NASHVILLE, June 21, 2023 — Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the“Wealthies”) for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and […]
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
NASHVILLE, Sept. 19, 2023 — Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access’s commitment to providing exceptional digital experiences for financial institutions and their clients. Wealth Access’ groundbreaking solution integrates books and records […]
Wealth Access Nominated 4x in the 2022 Wealthies Awards
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: We have to say a big “thank you” to all of our clients and our team of specialists who made these nominations a reality – we look forward to celebrating with you at the awards ceremony in September! […]
Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks
Read the original press release here. Wealth Access welcomed 30 regional and super-regional banks and wealth management firms for two days of peer-to-peer discussions in Nashville to discuss unlocking new revenues through technology. Wealth Access, a customer data unification and enrichment platform that powers hyper-personalized client experiences for financial institutions, today announced the results of […]
