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 Document Management.
Wealth Access augmented its account integration capability via a new widget enabling clients to easily incorporate their customers’ wealth, brokerage, and retirement accounts into their banking portal, providing a comprehensive view of their financial holdings. Wealth Access’ latest client portal enhancement focuses on allowing enterprise firms to represent complete financial views for clients and prospects – retail, wealth, business, and external – within their digital banking experience. The company’s new document vault also enables improved organization capabilities, greater security and increased efficiency.
Within the past year, Wealth Access has experienced strong business growth. The company now works with 45 banks and has increased its core business at a rate of 35 per cent per year. In addition, Wealth Access has seen significant increases in the adoption of its technology by 270 per cent.
Wealth Access has been a recipient of several past WealthManagement.com Industry Awards. The firm received the Wealth Reporting/Personal Finance Managers award in 2020, 2019, 2018, 2017 and 2016. In 2017, Wealth Access also received the award for best Account Aggregation in 2017.
Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honour outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com Director of Editorial Strategy and Operations David Armstrong, chose the finalists and will determine the winners, recognizing the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 7, 2023.
Wealth Access drives hyper-personalized banking experiences by unifying and enriching financial services’ existing books and records to create 360 views of each customer’s financial history. These living balance sheets enable bankers and advisors to work across business lines to better understand and visualize customers’ unique financial needs. With rationalized data, service teams are able to discover intelligent insights, identify risks and opportunities, and deliver hyper-personalized, right-timed recommendations for customers.