Why Fintech Success Starts with Data Unification

Why Data Unification Leads to Fintech Success (Podcast Interview)

Integrating Advisor Data for Fintech Success

Wealth Access CEO David Benskin recently joined Johnny Sandquist and Torie Happe on the TacoTech podcast to talk all things data for financial institutions.

In this episode, David breaks down how wealth management firms can:

Add new solutions to their tech stack without getting overwhelmed
Why unifying data is the first step to customer service success
How to make integration a seamless experience with unified data is at the center
And, maybe best of all – David’s favorite tacos

Click below to listen to the episode.

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