--- title: Understanding the Importance of Unifying Data for Remarkable Results description: Unified data holds immense potential for financial institutions to thrive in a highly competitive market. By leveraging this data to improve user experiences and create personalized journeys, FIs can drive stronger customer connections and unlock significant growth opportunities. image: https://blog.wealthaccess.com/hubfs/Untitled%20design%20(3).png --- [Skip to content](https://blog.wealthaccess.com/understanding-the-importance-of-unifying-data-for-remarkable-results#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/) 6/1/23, 9:00 AM # Understanding the Importance of Unifying Data for Remarkable Results [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/understanding-the-importance-of-unifying-data-for-remarkable-results) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/understanding-the-importance-of-unifying-data-for-remarkable-results) [envelope icon](mailto:?body=https://blog.wealthaccess.com/understanding-the-importance-of-unifying-data-for-remarkable-results) Last week, I had the pleasure of speaking with a few leaders from FIS and Jack Henry at their respective customer conferences. As we discussed at length the challenges facing our industry and the opportunities that lay ahead, it became abundantly clear to me that most financial institutions (FIs) are suffering due to the lack of unified data and the leveraging of this data to improve end user experiences.   **Unifying Data for Improved User Experiences**  In a market with increased competition from other FIs, wealth management firms and the proliferation of fintechs who seek to capture younger customers and prospects, capturing all customer data in a single, living dashboard is paramount in the financial management process. It provides teams with the insights needed to proactively bolster stronger customer connections. With a full understanding of the accounts already housed within the institution, there is a potential for 5x more growth.   **Client Advisory Board Meeting Insights**  Back in April of this year, during our Client Advisory Board meeting, we asked our board members to determine what could be the best use of a $100 investment that could be used to put toward improving the FI. Overwhelmingly, the board agreed they would use the funds to integrate and further unify data through the complete omni-channel experience to create a user experience without borders… especially when it comes to digital banking.    **Success Story: INTRUST Bank**  Additionally, our client, INTRUST Bank, did just this and reimagined its client experience with our help. It began with us as the anchor, providing a centralized client portal and [data aggregation](https://www.wealthaccess.com/how-fulton-financial-advisors-increased-client-satisfaction-with-better-tech/) capabilities. The project then moved into INTRUST curating its client experience by centralizing how clients access their information. Instead of providing multiple website logins, clients access everything they need in Wealth Access—including statements showing how much INTRUST’s Smartleaf rebalancing system has saved them in taxes. Resulting an improved client experience and a ROI of $15 for every $1 spent!   **The Power of Unified Customer Data**  The feedback from our Client Advisory Board members and our work with INTRUST are prime examples of the need to unify customer data to produce remarkable insights. As the cores continue to determine which tech investments are best suited for their customers, we look forward to not only sharing our story with them but also continuing to put our best foot forward as a partner of value - one that truly listens to the customer, unifies customer data in a seamless and efficient manner while delivering friction-free, intuitive user journeys via hyper-personalized experiences.   Unified data holds immense potential for financial institutions to thrive in a highly competitive market. By leveraging this data to improve user experiences and create personalized journeys, FIs can drive stronger customer connections and unlock significant growth opportunities. Embracing the power of unified data is the key to transforming the future of financial management.  [![Talk To Us](https://no-cache.hubspot.com/cta/default/24346833/c5fc7ae5-04bb-494e-9f73-1b49d3a05664.png)](https://cta-redirect.hubspot.com/cta/redirect/24346833/c5fc7ae5-04bb-494e-9f73-1b49d3a05664) [Conferences](https://blog.wealthaccess.com/tag/conferences) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(1)-1.png?height=200&name=Untitled%20design%20(1)-1.png)](https://blog.wealthaccess.com/winning-new-clients-with-unified-wealth-business-and-retail-banking-data) [Integration](https://blog.wealthaccess.com/tag/integration), [Data Unification](https://blog.wealthaccess.com/tag/data-unification) ## [Winning New Clients with Unified Wealth, Business and Retail Banking Data](https://blog.wealthaccess.com/winning-new-clients-with-unified-wealth-business-and-retail-banking-data) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 3/14/24, 1:45 PM Distinguishing your financial institution (FI) or firm from competitors is the first step to... [Read more](https://blog.wealthaccess.com/winning-new-clients-with-unified-wealth-business-and-retail-banking-data) [![](https://blog.wealthaccess.com/hs-fs/hubfs/WA%20Blog%20(2).png?height=200&name=WA%20Blog%20(2).png)](https://blog.wealthaccess.com/from-data-silos-to-unification-empowering-ai-and-advanced-systems) [Data Unification](https://blog.wealthaccess.com/tag/data-unification) ## [From Data Silos to Unification: Empowering AI and Advanced Systems](https://blog.wealthaccess.com/from-data-silos-to-unification-empowering-ai-and-advanced-systems) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 7/2/24, 8:00 AM [Read more](https://blog.wealthaccess.com/from-data-silos-to-unification-empowering-ai-and-advanced-systems) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(1).png?height=200&name=Untitled%20design%20(1).png)](https://blog.wealthaccess.com/breaking-down-silos-the-crucial-role-of-data-unification-in-financial-institutions) [Data Unification](https://blog.wealthaccess.com/tag/data-unification) ## [Breaking Down Silos: The Crucial Role of Data Unification in Financial Institutions](https://blog.wealthaccess.com/breaking-down-silos-the-crucial-role-of-data-unification-in-financial-institutions) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 8/18/23, 9:00 AM In today's fast-paced financial landscape, the power of data cannot be underestimated. It's the... [Read more](https://blog.wealthaccess.com/breaking-down-silos-the-crucial-role-of-data-unification-in-financial-institutions) [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" : "2023-06-01T14:00:00.356Z", "datePublished" : "2023-06-01T14:00:00.000Z", "headline" : "Understanding the Importance of Unifying Data for Remarkable Results", "image" : [ "https://blog.wealthaccess.com/hubfs/Untitled%20design%20(3).png" ], "mainEntityOfPage" : { "@id" : "https://blog.wealthaccess.com/understanding-the-importance-of-unifying-data-for-remarkable-results", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.wealthaccess.com/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png" }, "name" : "Wealth Access, Inc." } } ```