Wealth Access has recently been recognized in this year’s Banking Tech Awards USA! We earned Highly...
Wealth Access is delighted to share that we have been awarded Best Data Visualization Platform in the 2024 Fintech Breakthrough Awards.
The FinTech Breakthrough Awards recognize excellence among FinTech innovators, leaders, and visionaries worldwide across various categories such as Digital Banking, Personal Finance, Lending and Payments. Now in its eighth year, the awards program works to acknowledge the creativity, hard work and success of innovative FinTech companies, technologies, and products.
All FinTech Breakthrough Award nominations were evaluated by an independent panel of experts within the financial services and technology industries. Judges selected the winning products and companies based on a variety of criteria, including most innovative and technologically advanced products and services.
“Being recognized as the Best Data Visualization Platform further affirms our mission to deliver unified customer insights,” said David Benskin, founder and CEO of Wealth Access. “Our sophisticated technology provides deep data insights across every system in a unified view, enabling advisors to make better business decisions and create exceptional client experiences. Identifying trends and spotting potential risks through our holistic data approach allows financial institution and wealth management leaders to make a true impact in their client’s financial lives.”
The Wealth Access platform creates a comprehensive 360-view of client records detailing financial history across brokerage, trust and digital banking. This level of data integration ensures banking leaders gain intuitive views across the institution to enhance their understanding of customer holdings and strengthen their ability to deliver tailored financial plans. Our customizable dashboards elevate the user experience, allowing financial institutions to identify opportunities for relationship growth and offering customers a centralized, real-time view of their assets.
Learn More About Wealth Access
Our unified data approach empowers banking teams to deliver exceptional service and foster sustainable growth. Learn more about our platform capabilities by reaching out to our team here.
