---
title: "Product Spotlight: Wealth Insights"
description: In Wealth Access, advisors can use Wealth Insights to proactively identify opportunities to expand their relationship and increase engagement with clients.
image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/blog-image_generic-4-1.png
---

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

 12/7/22, 4:00 AM

# Product Spotlight: How Wealth Insights Can Help Banks Gather Deposits

[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/product-spotlight-how-wealth-insights-can-help-banks-gather-deposits) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/product-spotlight-how-wealth-insights-can-help-banks-gather-deposits) [envelope icon](mailto:?body=https://blog.wealthaccess.com/product-spotlight-how-wealth-insights-can-help-banks-gather-deposits)

In Wealth Access, advisors can use Wealth Insights to proactively identify opportunities to expand their relationship and increase engagement with clients, which can help banks gather more deposits. Firm administrators can view the same data broken down by each advisor to provide support where needed and can even configure custom opportunities.

Let’s look at how that plays out in the app:

 

**Money in Motion** identifies large deposits to pinpoint significant changes across an advisor’s book of business.

[![Wealth Insights – Money In Motion](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Screenshot-2022-12-05-at-3_45_09-PM.png?width=1894&height=838&name=Screenshot-2022-12-05-at-3_45_09-PM.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Screenshot-2022-12-05-at-3_45_09-PM.png)

 

**Large Deposits** identifies deposits over a specific threshold across an advisor’s book of business.

[![Wealth Insights – Large Deposits](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/product-spotlight-%E2%80%93-large-deposits.png?width=2610&height=1455&name=product-spotlight-%E2%80%93-large-deposits.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/product-spotlight-%E2%80%93-large-deposits.png)

 

**Investable Cash Opportunities** tracks cash assets as a percentage of a client’s portfolio and identifies large percentage increases.

[![Wealth Insights – Investible Cash Opportunities](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/product-spotlight-%E2%80%93-Investible-Cash-Opportunities.png?width=1074&height=711&name=product-spotlight-%E2%80%93-Investible-Cash-Opportunities.png)](https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/product-spotlight-%E2%80%93-Investible-Cash-Opportunities.png)

## Your Bank + Wealth Access = Good Things

Let’s talk about the future of your financial institution and how you can increase client engagement. [Click here to schedule a demo now](https://www.wealthaccess.com/contact/).

## Related posts

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(8).png?height=200&name=Untitled%20design%20(8).png)](https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-awards)

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

## [Wealth Access Nominated for Four Prestigious Industry Awards](https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-awards)

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

 6/21/23, 9:15 AM

Wealth Access has been named a finalist in the WealthManagement.com 2023 Industry (“Wealthies”)...

[Read more](https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-awards)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/WA%20Blog%20(4).png?height=200&name=WA%20Blog%20(4).png)](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards)

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

## [Wealth Access Honored as Finalist in the 2024 Wealthies Awards](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards)

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

 8/22/24, 1:05 PM

[Read more](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards)

[![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?height=200&name=Untitled%20design%20(3)-1.png)](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal)

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

## [Wealth Access Wins 'Wealthies' Award for Best Client Portal](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal)

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

 9/19/23, 10:15 AM

We are thrilled to announce that Wealth Access has won WealthManagement.com’s 'Wealthy”' award for...

[Read more](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal)

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