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TECHNOLOGY PROVIDERS Client Portals
WEALTH ACCESS
Client Portal
Most banks require clients to use multiple portal logins to access all their services, which makes customer service difficult. The Wealth Access enhanced client portal creates a digital destination for banking clients with a fully mobile, branded experience that unifies all of a client’s data into a single environment. Using Wealth Access’ single portal login, clients receive personalized experiences with access to the information they need to complete tasks, and they experience streamlined interactions with their financial institution. The enhanced client portal gives organizations the ability to represent complete, enriched financial views for customers and prospects across retail, wealth, business and external accounts.
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.
196 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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