ONE BANK SOLUTION

Unifed Data to Unleash New Revenue

Double your wealth business by seamlessly integrating business, retail, and wealth management data to enhance cross-selling opportunities and drive revenue growth.

Introducing Integration Hub

Simplify the integration process with clear documentation and expected outcomes, making it easy for banks to leverage their data across all departments.

Explore Integrations

Cross-Serve Customers with Ease

When your team can only see parts of data, they can’t provide the superior service your customers expect. With unified data, Wealth Access helps you create a powerful story that shows extraordinary value—and makes it easy for you to naturally introduce solutions across product lines that benefit your customers.

Better Communication for Everyone

Through the Wealth Access platform, your team gets much more than client’s balance sheets. They also get intelligent insights to identify cross-sell opportunities, robust data visuals to enhance digital banking, and modern experiences that make it easy for you to make your customers feel valued.

A Beautifully Designed Customer Experience

Give your customers one login to access all their information, easily share documents, link external accounts, and communicate with their bankers and wealth advisors.

Up-to-Date Interactions, Every Time

When bankers and advisors have better data at their fingertips, they can serve customers better. Deliver the truly complete, up-to-date picture of your entire book of business through intuitive, configurable dashboards so you can empower your staff like never before.

Banking Access from Anywhere

The Wealth Access app is with your clients wherever they go. Customizable to your bank’s brand, clients can aggregate their financial accounts and view insights with a personalized mobile experience.

“Wealth Access allows us to deliver a high touch, highly personal feel using the information our customers find most valuable”

Sal Marone

EVP, CHIEF ADMINISTRATIVE OFFICER

“Many solutions in fintech only offer a piece of the pie, but they can’t take it all the way through into our mainframes. When I saw Wealth Access, it had the ability to bring our data straight through for me and stretch it across multiple platforms.”

Michael Wilson

MANAGING DIRECTOR

“Wealth Access gives us the technology we need to create a highly-customized and personalized digital experience for our customers.”