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Presenter Profile:

How they describe themselves: 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 history and work across business lines to bolster customer loyalty and drive higher revenue.

How they describe their product/innovation: Wealth Access’ technology serves banks and firms that need to streamline their data and merge disparate systems to create a more unified, enriched database. The software rationalizes, enriches, and presents up-to-date data in configurable formats to create a complete financial picture for customers, bankers, advisors, and the firm. This enables customers to better understand their financial holdings and empowers bankers and advisors to better guide customers throughout their financial journey.

Product distribution strategy: Direct to Business (B2B), Through financial institutions

Contacts:

Bus. Dev.: David Benskin (Founder & CEO), david@wealthaccess.com
Press: Gabriela Lumpkin (PR Coordinator), gabriela@williammills.com