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TECHNOLOGY PROVIDERS Chief Executive Officer of the Year
WEALTH ACCESS
David Benskin
David Benskin, founder and CEO of Wealth Access, is known for his hands-on approach in guiding the company since its (inception. David prioritizes being involved and active in the day-to-day business proceedings and engages daily with his team. David’s focus remains steadfast on product growth to better serve the needs of customers and prospects. To gain meaningful insights, he constantly converses with clients on business initiatives and spearheads a yearly client-only conference to promote open dialogue about industry trends, business goals, needs, etc. David leads the developmental roadmap and guides key sales relationships in tandem with its CRO. He is an industry thought leader and a key spokesperson with media. He has a prominent role in developing the brand’s messaging and positioning.
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized wealth management 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 RIAs in America.
187 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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