~Experienced wealth management, operations, IT executive joins company to bolster growth of wealth management services at financial institutions across the country~
NASHVILLE, Tenn., Aug. 20, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that Andy Zinn has been appointed as Chief Innovation Officer (CINO). Zinn, with nearly 20 years of financial services experience, is spearheading innovation across all product lines as well as the overall company operations, ensuring the successful execution of Wealth Access’ business and growth plan.
David Benskin, CEO of Wealth Access, said, “We are thrilled to have Andy join the company as CINO during this pivotal growth phase. Wealth is an untapped market for banks that can be critical for continued success. As we enhance our solutions and expand financial data accessibility for our financial institution partners, Andy’s experience in operations delivery, process improvement, and managing software support and application development will prove invaluable to our continued momentum.”
Zinn comes to Wealth Access from AllianceBernstein where he was VP of Global Market Data. He also held leadership roles at Informa Investment Solutions demonstrating his operations and data management expertise and Investment Scorecard where his strategic leadership with client implementations and special projects helped promote client satisfaction and product improvement.
“Wealth Access’ robust technology enables bankers and advisors to seamlessly integrate various wealth data into business and retail banking experiences to better visualize customers’ unique financial needs in one unified view,” Zinn said. “I am excited to join the company as financial institutions increasingly recognize the power of consolidated data making it accessible and useful to help them thrive in this highly competitive market. Wealth Access is transforming the future of financial management.”
About Wealth Access
Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data, generating deep insights that power hyper-personalized banking 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 banks in America.
