--- title: Realizing Revenues | Mary Morgan and Financial Shop Solutions description: In episode 7 of Realizing Revenues, Mary Morgan from Financial Shop Solutions chats about the changing needs of the financial industry. image: https://blog.wealthaccess.com/hubfs/Imported_Blog_Media/Ep-7_Full-Episode-Thumbnail.png --- [Skip to content](https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions#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/) 1/9/23, 3:42 AM # Realizing Revenues Mary Morgan and Financial Shop Solutions [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/realizing-revenues-mary-morgan-and-financial-shop-solutions) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions) [envelope icon](mailto:?body=https://blog.wealthaccess.com/realizing-revenues-mary-morgan-and-financial-shop-solutions) In this episode of Realizing Revenues, Mary Morgan, President at Financial Shop Solutions chats with us about the changing needs of the financial industry, the importance of needs assessments and how banks can improve on educating and connecting with clients. Check it out to hear what Mary and her team are working on and what is coming next for Financial Shop Solutions. [Watch Full Episode](https://youtu.be/DI2ABTw80Qg)   Watch more [episodes of Realizing Revenues](https://www.wealthaccess.com/category/realizing-revenues/). Learn more about [Financial Shop Solutions](https://fssintel.com). [Practice Management](https://blog.wealthaccess.com/tag/practice-management) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/Futbol-Stadium526-by-324-1-1024x690-1.png?height=200&name=Futbol-Stadium526-by-324-1-1024x690-1.png)](https://blog.wealthaccess.com/5-steps-toward-modernizing-your-financial-statements) [News](https://blog.wealthaccess.com/tag/news) ## [5 Steps Toward Modernizing Your Financial Statements](https://blog.wealthaccess.com/5-steps-toward-modernizing-your-financial-statements) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 5/29/13, 8:06 PM One proven way to reduce financial stress is to organize your financial records. A squeaky-clean... 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[Read more](https://blog.wealthaccess.com/fis-selects-wealth-access-for-account-aggregation-client-portal-and-mobile-reporting-platform) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/moneyguidepro-e1507832400767-1.jpg?height=200&name=moneyguidepro-e1507832400767-1.jpg)](https://blog.wealthaccess.com/moneyguidepro-wealth-access-integration) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access integrates with MoneyGuidePro](https://blog.wealthaccess.com/moneyguidepro-wealth-access-integration) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 3/3/15, 10:34 AM Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning... 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