Wealth Access, Inc.

?? Locked in and laughing all [most of] the way! ?? Our team took a break from screens and strategy to tackle an escape room—and while not a single team made it out, we had an amazing time collaborating, solving puzzles, and seeing each other’s unique skills in action! With half of our employees remote team, opportunities like this don’t come often. But when they do, they’re a great way to build connections, relax, and strengthen our teamwork in a whole new way. #TeamBuilding #EscapeRoom #RemoteCulture #StrongerTogether

We’re Hiring – Wealth Access is growing, and we’re looking for a driven Account Executive to help us expand our reach! ?? Why Wealth Access? ?? We help banks own, access, and leverage their data—no silos, no cleanup, just ready-to-use insights for smarter decisions. Join our fast-growing team! Apply here: https://hubs.li/Q03cqLT40 #Hiring #FintechSales #AccountExecutive #DataDrive

Help us congratulate Jesse Holmes on his well-deserved promotion to Client Success Team Lead! ?? If you're a client of ours, then you know how instrumental Jesse is in helping clients get the most out of our platform and identifying new opportunities for growth. In his new role, Jesse will be overseeing the support functions of our Client Success team and providing extra guidance to ensure everything runs smoothly for our clients In addition, he’ll be leading several key client relationships and partnering internally to bring a fresh, consultative approach to our client relationships. Big things ahead—congrats again, Jesse!

?? Booth #204 at BISA Annual Conference?? Stop by and meet our stellar team Starting at 2:00PM EST today | Join a demo and receive a Wealth Access YETI Come discover how we bring bank, trust, and brokerage data under one roof #BISA2025 #OneWealth #WealthAccess David Benskin Victoria Lubnik Macaire Hopkins Melissa Berg Graham Ragsdale

?? Happening at 10:45AM EST at BISA Annual Conference - Join David Benskin and others industry leaders for AI Unleashed: The Future of Growth in Wealth Management. By investing in data integration and AI capabilities, financial institutions can not only improve operational efficiency but also offer hyper-personalized services that meet the sophisticated demands of younger generations.

Exciting news at Wealth Access! ? Victoria Lubnik has joined the leadership team at Wealth Access, serving as our EVP of Growth Strategies! Over the past three years at Wealth Access, she’s been instrumental in driving new business, fueling profitability, and expanding our impact. Her ability to identify opportunities, foster relationships, and deliver results has been a key driver of our success. In her new role, she’ll focus on building and strengthening partnerships, expanding our reach, and driving even greater growth. Join us in congratulating Victoria on this well-earned achievement!

?? Catalyst 2024: A Powerful Gathering of Innovators ?? This month, we brought together 19 of our clients for our inaugural Wealth Access user group, Catalyst. It was an incredible opportunity to collaborate, share insights, and explore the shared desire to break down data silos to create a more unified client experience. A huge thank you to our clients who joined us—your insights and feedback continue to shape the future of Wealth Access. We’re excited to keep the momentum going and drive even greater impact together! #WealthAccess #Catalyst2024 #Fintech #DataDriven #ClientExperience #FinancialServices

We are excited to be exhibiting at BISA#BISA2025 to share how Wealth Access is transforming the way banks and wealth management firms unify their data and enhance client experiences! Join David Benskin, Victoria Lubnik, Melissa Berg, Macaire Hopkins and Graham Ragsdale at the Diplomat Beach Resort in Hollywood, FL, and make sure to stop by booth #204 to see our latest innovations, including a live demo of our brand-new user interface. ?? March 3-6, 2025 ?? Booth #204 Register today and come say hello! ?? https://hubs.li/Q038pknS0 #WealthAccess #BISA2025 #WealthManagement #BankingInnovation

Wealth Access is growing, and we’re looking for top talent to join our team! If you’re passionate about financial technology and want to help institutions deliver better client experiences, check out these opportunities: ?? Business Development Representative https://hubs.li/Q038m-yP0 ?? Client Success Technical Support Representative https://hubs.li/Q038n41G0 ?? Project Manager https://hubs.li/Q038n2TS0 Apply at https://hubs.li/Q038m-nw0

Data Projects: The Key to Long-Term Success in Banking Banks and credit unions are investing heavily in digital transformation—but are they laying the right foundation? Without unified, clean, and accessible data, even the most ambitious strategic projects can stall. In a recent Bank Director article David Benskin explores why data must be the starting point for innovation and how banks can avoid costly missteps. ?? Key takeaways: ?? Prioritizing data integration prevents inefficiencies and compliance risks down the road. ?? A solid data strategy powers better customer experiences and cross-sell opportunities. ?? Without unified data, even the best technology investments won't reach their full potential. Read the full article: https://hubs.li/Q036FnL_0