The traditional bank-vendor relationship is primarily transactional. In it, a bank needs a...
Wealth Access has recently been recognized in this year’s Banking Tech Awards USA! We earned Highly Commended for Best Bank & Fintech Partnership and Tech of the Future for our impactful partnership with First Citizens Bank and our forward-thinking data unification technology.
The Banking Tech Awards USA, organized by FinTech Futures, celebrate exceptional achievements in the banking and fintech sectors across the United States. This includes banks, financial institutions, software providers, teams and individuals that contribute to the world's leading financial services centers and a rapidly growing fintech market.
Wealth Access’ Highly Commended recognition for Best Bank & Fintech Partnership highlights the success of our collaboration with First Citizens Bank to overcome its data silos and disparate systems to build a unified data architecture. This integration provides the bank with a unified view of its data through a single portal accessible to both advisors and clients, allowing the bank to gain actionable data insights, offer a seamless client experience, and deliver hyper-personalized customer interactions.
“Wealth Access is what I term my ‘center channel,’” Wilson said. “It’s like an aggregator of aggregators. It’s the glue that pulls disparate systems behind my firewalls together, which ultimately creates a single pane of glass both at the advisor view, and then also allows me to turn the screen around for the client as well.”
The Tech of the Future Highly Commended recognition underscores our innovative technology that redefines customer financial journeys by unifying and enriching financial services’ existing books and records across brokerage, trust and banking. Our solution enables service teams to access each client’s complete financial history and work across business lines to power hyper-personalized experiences, bolster customer loyalty and drive higher revenue.
"Receiving these recognitions affirms the impact of our technology and the significant results our bank customers have achieved by leveraging this software," said David Benskin, CEO and founder of Wealth Access. "Our technology enables bankers to deliver personalized customer experiences and unlock greater revenue potential. These honors follow our recent milestone partnership with Cetera Financial Group, which has allowed us to continue enhancing our solution and expanding financial data accessibility for our bank and financial service firm clients."
Discover more about Wealth Access’ data unification platform that streamlines and enhances the total of financial services’ existing books and records to generate actionable insights and drive hyper-personalized customer experiences.
