Wealth Access, Inc.

David Benskin has been featured in BISA's Portfolio Magazine 2024 article, “3 Keys to a Unified Client Experience.” David shares insights on how Wealth Access helps financial institutions unify scattered data to deliver a hyper-personalized client experience. By eliminating data silos and creating an omnichannel digital experience, we’re empowering bankers and advisors to enhance client engagement and transform their customers' financial journeys. Read the article here: https://hubs.li/Q02RvFgk0

Wealth Access had the privilege of sponsoring theTrust User Group #TUG conference in Hilton Head Island last week; a premier event bringing together trust professionals to connect and share insights. Our Account Manager, Jack Holway, also had the opportunity to spend quality time with our valued clients from Baird, Stock Yards Bank & Trust, Cadence Bank, Chevy Chase Trust, Chemung Canal Trust Company, Fulton Bank, and Commerce Bank We are proud to be part of this vibrant community -- helping to empower our clients with the tools and resources they need to succeed. #TrustUserGroup #TUG #TUGFall #FinancialServices #WealthAccess

Michael Wilson from First Citizens Bank is featured in the 2024 edition of BISA's Portfolio Magazine. He shares insights on how Wealth Access’ technology is transforming the bank’s approach to delivering proactive, personalized advice, creating a seamless ‘One Wealth’ experience for clients. Check out the full article here: https://hubs.li/Q02QQpTr0

Miles Milton of Hancock Whitney joined industry leaders in the latest BISA Portfolio Magazine feature to discuss creating a unified wealth experience for his clients, emphasizing the pivotal role Wealth Access played in achieving that vision. Read the article here: https://hubs.li/Q02Q6ZXz0

🌟 We're thrilled to be a sponsor of the 2024 Bank Director: Bank Boarding Training Forum! 🌟 As proud partners of Bank Director, we’re excited to sponsor today’s lunch and support the ongoing education and success of banking leaders. This forum offers invaluable insights for boards and executives navigating the ever-evolving financial landscape, and we're honored to be a part of it. Here's to empowering the next generation of banking leadership! #BankDirector  #WealthAccess #Fintech #Sponsorship #Partnership David Benskin Victoria Lubnik Colby H.

Our new CRO, Drew DiMarino, along with CEO David Benskin, sat down with Citywire RIA to discuss Drew's new role at Wealth Access and the exciting future ahead. Read the article here: https://hubs.li/Q02PT3FR0

We've been selected as a Financial Services Growth finalist in the prestigious 2024 NEXT Awards, hosted by the Nashville Entrepreneur Center. This recognition highlights our impact and growth as a provider of wealth data technology, delivering unified insights that help banks drive growth, increase deposits, and enhance digital banking services. Learn more in our latest blog: https://hubs.li/Q02PGmXn0 #NEXTAwards

#NEWS: We are pleased to welcome Drew DiMarino to our team as our new Chief Revenue Officer! With nearly 30 years of experience in financial services, Drew brings a wealth of expertise and a proven track record of driving growth and innovation. Learn more about Drew and his role in our latest press release: https://hubs.li/Q02PvBb60

In the latest BISA Portfolio Magazine 2024, Michael Joyce of First Merchants Corporation discusses the vital role a unified client experience plays in today’s financial landscape. By integrating tools like predictive analytics and combining them with traditional client profiling, advisors can offer a full financial picture—something clients are increasingly demanding. Read the article here: https://hubs.li/Q02PjqQN0

Happy Labor Day! In appreciation of all our employees’ hard work this year, our offices are closed today. Enjoy your day celebrating with friends and loved ones!