Account aggregation tools are plentiful for both individuals and advisors—think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?
Wealth Access Releases White Paper on Leveraging AI to Optimize Digital Experiences
NASHVILLE, Tenn.--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, “Marrying A.I. and Your Digital Experience: A...
