Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management
NASHVILLE, Tenn., March 2, 2026 /PRNewswire/ — Wealth Access, the Connected Intelligence Platform that enables financial institutions to See As One, today announced that Hancock Whitney has signed a firmwide agreement to expand its relationship with Wealth Access, nearly one year after acquiring Sabal Trust, a long-standing Wealth Access client. For more than six years, Sabal Trust has […]
Wealth Access Announces Integration with Q2’s Digital Banking Platform
Financial Institutions can now provide data insights solutions to account holders through Q2’s Digital Banking Platform
Wealth Access to Demo Customer Data Insights Platform at Finovate Fall 2023
Provider to present 7-minute live demo showcasing platform’s ability to enrich and unify financial data for more than 2,000 conference attendees NASHVILLE, August 30, 2023 — Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, has been announced as a demoing company at Finovate Fall 2023. […]
Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology
Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology Customer data insights provider invited 30+ banks and wealth management firms to encourage peer-to-peer dialogues around data-driven engagement Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, […]
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Data Insights Platform provider expands internal team to support continued growth Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial institutions, today announced two additions to its executive team – Mark White as Vice President of Business Development and Jeremy Bolin as Vice President of […]
Wealth Access and Supernova Announce Expanded Access to Securities-Based Lending
Wealth Access and Supernova Technology agreement will equip regional banks, RIAs, and independent trust companies across the country with enterprise-level, cloud-based securities-based lending technology. Wealth Access, a customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today a new agreement with Supernova Technology. The agreement will enable […]
Wealth Access for Business Launches Today
Business initiative creates a technology experience crafted specifically to equip enterprise financial services firms with the technology they need to create enriched digital experiences for business bankers and the SMB organizations they support. Wealth Access, a Customer Data Insights platform that enriches and unifies data to power hyper-personalized client experiences, today announced Wealth Access for […]
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer data unification and enrichment platform that powers hyper-personalized client experiences for financial institutions, today announced it […]
Wealth Access Rockets to $571 Billion on its Platform
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.
