Learn How First Citizens Bank Creates Frictionless Client Experiences
COVID-19 amplified the impact of consolidation, making a unified technology experience a non-negotiable core competency for First Citizens’ bankers and advisors.
They found it with Wealth Access.
In this client story, you’ll discover these takeaways:
• How First Citizens Bank integrated workflows across business lines—from their custodian, to broker-dealer, to consumer bank and beyond
• What enhancements First Citizens Bank put in place to measure and respond to client expectations in real time
• Why First Citizens Bank sees the future of its bank as working hand-in-hand with its fintech partners
“Wealth Access is what I term my ‘center channel,’” says Michael Wilson, Managing Director. “It’s like an aggregator of aggregators. It’s the glue that pulls disparate systems behind my firewalls together, which ultimately creates a single pane of glass both at the advisor view, and then also allows me to turn the screen around for the client as well.”
