Wealth Access
Wealth Access is a Nashville-based company that provides a data unification platform for wealth and banking sectors, enhancing client experiences with AI and seamless integrations.
About Wealth Access
Wealth Access is headquartered in Nashville, Tennessee. The company offers solutions in wealth management, consumer banking, and business banking. It provides an enterprise customer data unification platform that integrates seamlessly with existing systems, enhancing the digital banking experience without disrupting current operations. The innovative platform has been recognized as the Best Data Visualization Platform in the 2024 Fintech Breakthrough Awards.
Wealth Access Services
Wealth Access offers a range of services in wealth management, consumer banking, and business banking. The company's solutions are designed to enhance digital experiences through a light-touch platform that overlays existing banking systems. A key feature is the enterprise customer data unification platform which consolidates multiple data sources using a universal client identifier, enriching data to provide personalized banking and wealth management experiences.
Technology and Features
Wealth Access employs advanced technologies to deliver a seamless digital banking experience. The platform features role-based experiences, a digital document vault, proactive analytics, and flawless integration with existing systems. It also includes a mobile app that allows clients to access financial information on the go and integrates with DocuSign for streamlined document management. The use of AI further enhances digital engagement strategies and optimizes client experiences.
Client and Partner Platforms
Wealth Access supports over 200 innovative financial institutions through its versatile platform. The company's solutions are designed to work with a variety of existing systems, ensuring that financial institutions can leverage innovative tools without disrupting their current operations. By employing a universal client identifier, Wealth Access enables these institutions to consolidate and enrich data, making it accessible for improved client interactions and personalized experiences.