ONE BANK SOLUTION

Empower Teams with Data Portability

Transform your financial institution with data portability to support advanced analytics and seamless integrations, ensuring actionable insights built within your existing analytics tools.

Introducing Integration Hub

Simplify the integration process with clear documentation and expected outcomes, making it easy for banks to leverage their data across all departments.

Explore Integrations

Build Your Own Business Insights

Proactively identify opportunities and risks across all your customers and prospects from within your existing analytics engine. One Bank puts you in the driver’s seat to leverage your existing data warehouses and clean rooms, whether using Snowflake, Amazon Web Services, Microsoft Azure, or Google Cloud.

Sophisticated Technology for Your Unique Requirements

Your customers get the kind of hyper-personalized experiences that create loyal fans, and your team gets the kind of remarkable insights they need to embrace digital transformation and create powerful conversations that revolutionize businesses.

“In today’s environment you need technology that gives advisors all the information they need to manage client relationships, pipeline, emails, and access any files. Wealth Access gives us that capability. ”

Stephen Irish

MANAGING DIRECTOR, ENTERPRISE WEALTH MANAGEMENT & COO

“Our job is to act as a translator to find the right information and present it to clients in a way that allows them to achieve their goals. Wealth Access allows us to distill that information and get to the heart of what each client wants.”

Sal Marone

EVP, CHIEF ADMINISTRATIVE OFFICER

“Wealth Access sits on top of our books and records without disrupting existing workflows. Because of that light touch, we’ve been able to quickly build unified financial views that help us uncover more revenue-gnawing opportunities with our business clients.”

ONE BANK SOLUTION

Empower Teams with Data Portability

Introducing Integration Hub

Build Your Own Business Insights

Sophisticated Technology for Your Unique Requirements

Stephen Irish

MANAGING DIRECTOR, ENTERPRISE WEALTH MANAGEMENT & COO

Sal Marone

EVP, CHIEF ADMINISTRATIVE OFFICER

Michael Wilson

MANAGING DIRECTOR

Create Loyalty with Your Business Customers

Call Wealth Access today to learn more about delivering digital expectations that go above and beyond.