PIEtech® and Wealth Access Announce Strategic Integration Enabling Full Data Sync and Additional Enhanced Capabilities
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4 Essential Factors of a Comprehensive CX Strategy for Finserv

4 Essential Factors of a Comprehensive CX Strategy for Finserv

CX. Those two letters have become something like the Holy Grail of financial services as of late. If you’re having trouble placing this particular abbreviation, we don’t blame you – finserv is packed with them. Don’t worry, we’ve got you: CX=Customer Experience. CX is...

Data Pollution Webinar with Ezra Group

Data Pollution Webinar with Ezra Group

Wealth Access CEO joined Craig Iskowitz, founder and CEO of Ezra Group Consulting, to talk all things data in a recent webinar.This session is the fifth installment in Ezra Grou's educational series on data-driven wealth management, created in partnership with Xtiva...

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