wealthaccess.comWealth Access: Customer Data Insights

Solutions Wealth Management Consumer Banking Business Banking Product How It Works Implementation Clients Clients Case Studies Resources Blog News White Papers Contact LOGIN Select Page Remarkable Insights. Unified Customer Data. Personalized Experiences. Uncover clear, consistent, and complete stories about your customers when you unify your data. Put our light-touch platform over existing systems and watch as hyper-personalization turns existing customers into loyal fans. Join 200+ Innovative Financial Institutions A video series that explores how fintech helps top bank and wealth execs grow and evolve. Watch Now Complete Customer Information Overcome the systems and siloed processes that hold you back when you unify your records into a single, complete financial picture. Deep Insight Unified data brings powerful stories to the forefront and equips financial teams with the insights they need to deliver exceptional experiences that create long-lasting loyalty. Hyper-Personalized Experiences Create friction-free, intuitive user journeys for everyone with a digital experience tailored to each employee and person you serve. Serious Savings Accelerate digital experiences and fuel revenue growth by connecting business lines for efficient and personalized customer experiences, without disrupting existing systems. Enterprise Customer Data Unification Wealth Access is an enterprise customer data unification platform that works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences. Our Platform Enterprise Data Architecture Role-Based Experiences Digital Document Vault Proactive Analytics Flawless Integration Our universal client identifier consolidates data sources, enriches the data, and makes the complete picture easily accessible to everyone. Deliver a living balance sheet for any customer, complete relationship views for advisors and bankers, and actionable dashboards for the enterprise. Enable your team with highly secure, intuitive storage. Everything you need is at your fingertips, just like it should be, with bi-directional syncing and DocuSign integration. Stay in front of trends, identify potential risks, and realize more opportunities with proactive insights on money-in-motion, delivered to your key decision-makers before you even know you need it. An open API architecture makes it easy to access unified customer data and deliver consistent experiences across all the Fintech applications you and your customers use each day. Wealth Access is my center channel. It’s the glue that pulls disparate systems behind my firewalls together, creating a single pane of glass both at the advisor view while also allowing me to turn the screen around for clients.” Michael Wilson, Managing Director of Wealth Management at First Citizens Bank We use Wealth Access as our consolidated client portal. We’ve got a lot of options when it comes to how clients can access their accounts, whether it’s directly through the custodians or eMoney. But we chose to go through Wealth Access as the provider for that portal to pull it all together into one consolidated view. It’s something we can lean into. It is one consistent experience that’s not driven by a custodian or financial planning tool. It allows us to be nimbler when we create more relationships with new financial planning tools or if we want to move away from eMoney.” JP Pattinson, Wealth Manager, VP of Technology and Partner at Merit Financial Advisors Privacy First We’re committed to keeping your financial data secure and confidential with multiple layers of security. Data is encrypted with AES-256 and stored at industry-leading, fully-certified data centers, and all communication occurs over secure channels. Featured In: Got Questions? Your success is our number one priority. Watch a demo or schedule a call with our team to see how we can revolutionize your customer data and experiences. Contact Sales: (866) 612-0324 Service: (866) 599-8889 Solutions Wealth Management Consumer Banking Business Banking Product How It Works Implementation Clients Partners About Resources Blog News YouTube LinkedIn Twitter Careers Headquarters 222 Second Avenue South Suite 1620 Nashville, TN 37201 Privacy Policy Name * First Last Email * Firm Name * Phone * Follow this link to access Privacy Policy I consent to my data being stored according to the Privacy Policy Follow this link to access Privacy Policy Cookies To make this site work properly, we sometimes place small data files called cookies on your device. Most big websites do this too....