Articles from Wealth Access

Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking service, announced today that industry veteran Drew DiMarino has been appointed Chief Revenue Officer. DiMarino, with almost 30 years of experience in financial services, will be responsible for overseeing all revenue-generating activities within Wealth Access to maximize growth while continuing to maintain profitability.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that Andy Zinn has been appointed as Chief Innovation Officer (CINO). Zinn, with nearly 20 years of financial services experience, is spearheading innovation across all product lines as well as the overall company operations, ensuring the successful execution of Wealth Access’ business and growth plan.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer.”

Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial institutions, today announced two appointments to its executive team: James Elwood, Chief Technology Officer (CTO) and Michael Anzola, Head of Strategy and Product. These appointments will be instrumental in supporting the company’s vision to expand its technology across brokerage, trust and banking in 2024.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today announced that it has joined the Jack Henry™ Vendor Integration Program (VIP). Participation in the program will provide Wealth Access with access to Jack Henry’s technical resources to enable Wealth Access’ customer data insights platform to integrate with SilverLake System®. The Vendor Integration Program is designed to help ensure that Jack Henry’s customers can easily deploy third-party products.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Marrying A.I. and Your Digital Experience: A Path to Futureproofing Your Firm.”

Benzinga has announced Wealth Access, the leading customer data insights platform, as a finalist in the Best New Product category for the Benzinga Global Fintech Awards program. The Benzinga Fintech Awards showcase companies and executives from areas such as investing, technology, leadership, financial literacy, and more.

Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access's commitment to providing exceptional digital experiences for financial institutions and their clients.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, has been announced as a demoing company at Finovate Fall 2023. David Benskin, Wealth Access Founder and CEO, will present the company’s solution during Finovate’s sixth demo session on Sept. 12 at 12:46 p.m.

Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today announced the findings of its annual 2023 Wealth Access Summit. This year, the event was attended by more than 30 industry leaders from a few of the nation’s largest regional and super-regional banks and wealth management firms, including high-asset organizations such as First Citizens Bank, Baird Trust and BOK Financial, among others.

Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial institutions, today announced two additions to its executive team – Mark White as Vice President of Business Development and Jeremy Bolin as Vice President of Product and Engineering.