Data insights provider recognized for its advanced software and successful bank partnership
NASHVILLE, Tenn., July 11, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, earned Highly Commended for Best Bank & Fintech Partnership and Tech of the Future in this year’s Banking Tech Awards USA for its successful partnership with First Citizens Bank and its forward-thinking data unification technology.
The Banking Tech Awards recognize the outstanding achievements and successes in the banking and fintech industry across the United States. This includes banks, financial institutions, software providers, teams and individuals that contribute to the world’s leading financial services centers and a rapidly growing fintech market.
Wealth Access’s Highly Commended achievement for Best Bank & Fintech Partnership highlights their impactful collaboration with First Citizens Bank to overcome its data silos and disparate systems to build a unified data architecture. This integration provides the bank with a unified view of its data through a single portal accessible to both advisors and clients, allowing First Citizens to gain actionable data insights, offer a seamless client experience and deliver hyper-personalized interactions.
The Tech of the Future Highly Commended recognition underscores Wealth Access’ innovative technology that redefines customer financial journeys by unifying and enriching financial services’ existing books and records across brokerage, trust and banking. The technology enables service teams to access each client’s complete financial history and work across business lines to drive hyper-personalized experiences, bolster customer loyalty and drive higher revenue.
“We are honored to receive the Highly Commended recognition for our results-driven technology and the significant impacts our bank customers have achieved by leveraging this software,” said David Benskin, CEO and founder of Wealth Access. “Our technology is designed to advance the industry by enabling bankers to deliver personalized customer experiences and unlock greater revenue potential. This announcement follows our recent milestone partnership with Cetera Financial Group, which has allowed us to continue enhancing our solution and expand financial data accessibility for our bank and financial service firm clients.”
The Banking Tech Awards USA is organized by FinTech Futures, the global market intelligence platform for financial services technology.
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.
