---
title: Why Fintech Success Starts with Data Unification | Wealth Access
description: Wealth Access CEO joins the TacoTech podcast to talk about why fintech success begins with data unification.
image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Integrating-Advisor-Data-for-Fintech-Success.png
---

[Skip to content](https://blog.wealthaccess.com/data-unification-fintech-success-tacotech#main-content)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com)

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us

Open main navigation

Close main navigation

- Solutions
  
  Show submenu for Solutions 
  
    - Who We Serve
      
      Show submenu for Who We Serve 
      
          - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/)
          - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/)
    - How We Help
      
      Show submenu for How We Help 
      
          - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/)
          - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/)
          - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/)
- Platform
  
  Show submenu for Platform 
  
    - [Features](https://www.wealthaccess.com/platform-features/)
    - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/)
- Results
  
  Show submenu for Results 
  
    - [Case Studies](https://www.wealthaccess.com/case-studies/)
    - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/)
- Resources
  
  Show submenu for Resources 
  
    - [The Connected View Blog](https://www.wealthaccess.com/blog/)
- Company
  
  Show submenu for Company 
  
    - About Us
    - News
    - Contact Us
- [Request Demo](https://www.wealthaccess.com/request-demo/)

[Request Demo](https://www.wealthaccess.com/request-demo/)

 4/21/22, 7:08 AM

# Why Data Unification Leads to Fintech Success (Podcast Interview)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin)

Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/data-unification-fintech-success-tacotech) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/data-unification-fintech-success-tacotech) [envelope icon](mailto:?body=https://blog.wealthaccess.com/data-unification-fintech-success-tacotech)

Wealth Access CEO David Benskin recently joined Johnny Sandquist and Torie Happe on the TacoTech podcast to talk all things data for financial institutions.

In this episode, David breaks down how wealth management firms can:

- Add new solutions to their tech stack without getting overwhelmed
- Why unifying data is the first step to customer service success
- How to make integration a seamless experience with unified data is at the center
- And, maybe best of all – David’s favorite tacos

Click below to listen to the episode.

<iframe loading="lazy" src="https://open.spotify.com/embed/episode/0yPT2r2XNZQmZD8vqQO4i1?utm_source=generator&amp;theme=0" width="100%" height="232" frameborder="0" allowfullscreen></iframe>

## Related posts

[News](https://blog.wealthaccess.com/tag/news)

## [Buckingham Strategic Wealth & BAM Advisor Services Selects Wealth Access For Digital Client Experience Technology](https://blog.wealthaccess.com/buckingham-strategic-wealth-bam-advisor-services-selects-wealth-access-digital-client-experience-technology)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 9/30/17, 3:15 AM

~ One of the largest independent wealth management firms and affiliated TAMP enhances technology...

[Read more](https://blog.wealthaccess.com/buckingham-strategic-wealth-bam-advisor-services-selects-wealth-access-digital-client-experience-technology)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/pexels-thirdman-5060979.jpg?height=200&name=pexels-thirdman-5060979.jpg)](https://blog.wealthaccess.com/wealth-access-and-fis-global-a-partnership-for-better-banking-tech)

[Integration](https://blog.wealthaccess.com/tag/integration)

## [Wealth Access and FIS Global: A Partnership for Better Banking Tech](https://blog.wealthaccess.com/wealth-access-and-fis-global-a-partnership-for-better-banking-tech)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 2/9/23, 3:46 AM

Regional banks face stiff competition. National financial institutions have higher marketing...

[Read more](https://blog.wealthaccess.com/wealth-access-and-fis-global-a-partnership-for-better-banking-tech)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design.png?height=200&name=Untitled%20design.png)](https://blog.wealthaccess.com/the-5-big-takeaways-from-our-annual-wealth-access-summit)

## [The 5 Big Takeaways from Our Annual Wealth Access Summit](https://blog.wealthaccess.com/the-5-big-takeaways-from-our-annual-wealth-access-summit)

[David Benskin](https://blog.wealthaccess.com/author/david-benskin) 

 5/18/23, 1:30 PM

Wealth Access’ signature guiding values are to Listen, Learn, then Lead. At our recent 2023 Wealth...

[Read more](https://blog.wealthaccess.com/the-5-big-takeaways-from-our-annual-wealth-access-summit)

[linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg)

[![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com)

---

Contact:         

Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. All rights reserved.

**  [Privacy policy](https://www.wealthaccess.com/privacy-policy/)    [Cookie Settings ](https://www.wealthaccess.com/solutions/connected-intelligence/#)**

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "David Benskin",
    "url" : "https://blog.wealthaccess.com/author/david-benskin"
  },
  "dateModified" : "2023-04-06T19:14:31.383Z",
  "datePublished" : "2022-04-21T12:08:58.000Z",
  "headline" : "Why Fintech Success Starts with Data Unification | Wealth Access",
  "image" : [ "https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Integrating-Advisor-Data-for-Fintech-Success.png" ],
  "mainEntityOfPage" : {
    "@id" : "https://blog.wealthaccess.com/data-unification-fintech-success-tacotech",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://blog.wealthaccess.com/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png"
    },
    "name" : "Wealth Access, Inc."
  }
}
```