Miles Milton of Hancock Whitney joined industry leaders in the latest BISA Portfolio Magazine feature to discuss creating a unified wealth experience for his clients, emphasizing the pivotal role Wealth Access played in achieving that vision. Read the article here: https://hubs.li/Q02Q6ZXz0
Wealth Access, Inc.
软件开发
NASHVILLE，TN 2,990 位关注者
We're a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences.
关于我们
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
- 网站
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https://wealthaccess.com/
Wealth Access, Inc.的外部链接
- 所属行业
- 软件开发
- 规模
- 11-50 人
- 总部
- NASHVILLE，TN
- 类型
- 私人持股
- 创立
- 2011
- 领域
- Finance、Investment Reporting、Multiple Mobile Platform Compatibility、Trust、RIA、Wealth Management、Aggregation、Personal Financial Management、API、WealthTech、Banks、Financial Technology、Digital Experience、Digital Warehouse、Consumer Bank Experience、Commercial Bank Experience、Data和Digital Banking
地点
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主要
获取路线
222 2ND AVE S
STE 1620
US，TN，NASHVILLE，37201
Wealth Access, Inc.员工
动态
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?? We're thrilled to be a sponsor of the 2024 Bank Director: Bank Boarding Training Forum! ?? As proud partners of Bank Director, we’re excited to sponsor today’s lunch and support the ongoing education and success of banking leaders. This forum offers invaluable insights for boards and executives navigating the ever-evolving financial landscape, and we're honored to be a part of it. Here's to empowering the next generation of banking leadership! #BankDirector? #WealthAccess #Fintech #Sponsorship #Partnership David Benskin Victoria Lubnik Colby H.
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Our new CRO, Drew DiMarino, along with CEO David Benskin, sat down with Citywire RIA to discuss Drew's new role at Wealth Access and the exciting future ahead. Read the article here: https://hubs.li/Q02PT3FR0
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We've been selected as a Financial Services Growth finalist in the prestigious 2024 NEXT Awards, hosted by the Nashville Entrepreneur Center. This recognition highlights our impact and growth as a provider of wealth data technology, delivering unified insights that help banks drive growth, increase deposits, and enhance digital banking services. Learn more in our latest blog: https://hubs.li/Q02PGmXn0 #NEXTAwards
Wealth Access Recognized as 2024 Finalist in the Nashville Entrepreneur Center’s NEXT Awards
blog.wealthaccess.com
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#NEWS: We are pleased to welcome Drew DiMarino to our team as our new Chief Revenue Officer! With nearly 30 years of experience in financial services, Drew brings a wealth of expertise and a proven track record of driving growth and innovation. Learn more about Drew and his role in our latest press release: https://hubs.li/Q02PvBb60
Wealth Access Taps Drew DiMarino as Chief Revenue Officer - Wealth Access
https://www.wealthaccess.com
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In the latest BISA Portfolio Magazine 2024, Michael Joyce of First Merchants Corporation discusses the vital role a unified client experience plays in today’s financial landscape. By integrating tools like predictive analytics and combining them with traditional client profiling, advisors can offer a full financial picture—something clients are increasingly demanding. Read the article here: https://hubs.li/Q02PjqQN0
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Are you subscribed for our blog? Stay up to date on the latest industry trends, topics and Wealth Access insights. Sign up here: https://hubs.li/Q02N0Djt0
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?? Join our growing team at Wealth Access, Inc.! ?? We're looking for a Sales Engineer with expertise in wealth and/or bank technology. As a #SalesEngineer, you'll play a crucial role in showcasing the value of our solutions to clients. Your responsibilities include supporting the GTM team in product demos and fostering collaboration between GTM & R&D teams internally. Apply today or share this post with your network. #Fintech #Hiring #SaaS #jobs #nashville
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In a challenging economic landscape, community banks face decreasing net interest margins and shifting regulations. By integrating wealth services, banks can diversify their revenue streams, enhance customer loyalty and meet the growing demand for holistic financial advice. David Benskin's latest insights in WealthManagement.com's 2024 Midyear Outlook highlight how unifying financial data across banking and wealth services is key to providing personalized experiences that attract and retain customers. Turn to page 212 for David's featured article. https://hubs.li/Q02Ml4Dk0
WealthManagement.com MidYear Outlook