Wealth Access has been named as a finalist in the 2024 WealthManagement.com 2024 Industry (“Wealthies”) Awards! We have been nominated in two categories: Best Client Portal and Best Account Aggregation.
The Wealthies celebrate exceptional achievements by organizations and individuals that contribute to the success of financial advisors. A panel of esteemed judges from the industry will evaluate the finalists and determine the winners, acknowledging technology providers that have introduced innovative solutions to enhance the daily operations of financial advisors.
Wealth management stands as the largest untapped market for banks, presenting a substantial opportunity to generate recurring revenue. Wealth Access’ Client Portal and Account Aggregation recognitions highlight the transformative power of our integrations, enabling financial institutions and firms to seamlessly incorporate a vast array of wealth data into both business and retail banking experiences.
Through our expanded integrations, we've developed an industry-first solution that not only unlocks new revenue streams but also maximizes operational efficiencies, deepens client-advisor relationships, and enhances competitive positioning. Banks leveraging our platform to fully harness their data gain a comprehensive financial view of each client, enabling them to assess holistic financial needs, expand client engagement, and drive revenue growth.
David Benskin, our CEO and founder, said, “Fee revenues are important to midsize and regional banks, and our platform equips their teams to enhance operations and drive growth. Our platform’s ability to integrate wealth with banking data equips advisors to understand clients’ complete financial picture and deliver accurate, tailored recommendations that help clients achieve their financial goals. Leveraging this technology also empowers advisors to cultivate deeper relationships, identify cross-selling opportunities to capture more business and increase revenue.”
Wealth Access has been a recipient of several past WealthManagement.com Industry Awards, including Best Client Portal in the 2023 Awards, as well as Best Account Aggregation in 2017. Wealth Access also received the Wealth Reporting/Personal Finance Managers award in 2020, 2019, 2018, 2017 and 2016.
Winners of the 2024 Wealthies will be announced on September 5 during a gala and awards ceremony. Our team will be in attendance to celebrate the industry's top innovators and thought leaders, and we're excited to connect with fellow professionals and share in the achievements driving the future of wealth management.
Explore Wealth Access' cutting-edge data unification platform, designed to generate actionable insights and deliver hyper-personalized customer experiences. By consolidating and enriching data, Wealth Access empowers financial institutions to provide tailored services that enhance customer engagement.