Wealth Access is a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences.
Nashville, TN
Joined February 2012
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- Following496
- Followers1.9K
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Wealth Access retweeted
I asked a room of 24 bank board members how often wealth is on their board agenda. Two said yes.
That gap is the opportunity. Wealth is sitting inside every bank, and most boards aren't even looking.
Wealth Access retweeted
Over the last decade, #fintechs won attention not by understanding clients better than #banks, but by simply making #money easier to see.
bankdirector.com/article/how… @ASmarterLook
Wealth Access retweeted
Banks that leverage #wealth will win by combining relationship building with #digital experience for the next era of #growth.
bankdirector.com/article/how… @ASmarterLook
Wealth Access retweeted
The debate over the #future of fee income & what the new formula is should challenge boards to consider an uncomfortable question.
bankdirector.com/article/why… @ASmarterLook #wealth #strategy #banking
Wealth Access retweeted
For decades, #bank strategy has followed a familiar formula — One that the economy is now changing. bankdirector.com/article/why… @ASmarterLook #wealth
Wealth Access retweeted
Banks looking to improve #profitability are increasingly investing in #wealth management capabilities. But what separates #successful programs from those that fall short?
Next Tuesday, find the answers in a #webinar sponsored by @ASmarterLook.
vimeo.com/event/5884859/regi…
Wealth Access retweeted
With the right #digital experience, meaningful guidance & a #modern service model, #banks can position themselves as the preferred #financial home for the rising generation of earners.
bankdirector.com/article/how… @ASmarterLook
Wealth Access retweeted
Experts @david_benskin, Kirk Coleman & Brent Lapp share their #strategies for maintaining a #competitive advantage in today's ever-changing #economic landscape. Moderated by Emily McCormick.
bankdirector.com/article/tac… @ASmarterLook @Q2_Software @SRMCorp #csuite26
Wealth Access retweeted
Digital #transformation is no longer simply a #technology initiative... It's a #competitive mandate tied directly to survival, #growth & long-term #franchise value.
bankdirector.com/article/rel… @ASmarterLook
Wealth Access retweeted
Board and management commitment drives data project success. Get aligned: finxtech.com/the-secret-to-s… #DataLeadership #Banking #Strategy @ASmarterLook @khaslett
Wealth Access retweeted
Data governance prevents costly mistakes in banking projects. Learn why: finxtech.com/the-secret-to-s… #Banking #DataGovernance #RiskManagement @ASmarterLook @khaslett
Wealth Access retweeted
Early data governance implementation reduces long-term complexity and improves project outcomes. Explore benefits: finxtech.com/the-secret-to-s… #banking #data #governance @ASmarterLook @khaslett
Wealth Access retweeted
Financial institutions must break down data silos to improve customer understanding and drive profitability. Learn how: finxtech.com/crafting-your-d… #FinTech #DataStrategy #Banking @ASmarterLook @khaslett
Wealth Access retweeted
David Benskin at @ASmarterLook shares the blueprint to unify & unlock the power of wealth daya to grow client relationships & incorporate it into critical aspects of the customer experience. #AOBA25
Wealth Access retweeted
A unified #data approach can create a competitive advantage by streamlining operations & enabling scalable #innovation.
bankdirector.com/article/dat… @ASmarterLook
Wealth Access retweeted
David Benskin, CEO of @ASmarterLook, highlights how a #strategic, integrated approach to wealth management is essential for #FIs to meet clients' long-term needs & drive #growth.
bankdirector.com/article/thi…
Wealth Access retweeted
Shoutout to Wealth Access for taking home the Financial Services Award in our Market Mover category! #CelebrateExceptional
Wealth Access retweeted
Customer data insights platform Wealth Access (@ASmarterLook) wins Best Client Portal at the spr.ly/6014uXOuG 2023 Industry Awards. spr.ly/6015uXOuH
Wealth Access retweeted
David Benskin (CEO and founder) of Wealth Access (@ASmarterLook) demoing the company's enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data. Headquartered in Nashville, TN. Founded in 2012. #Finovate
Wealth Access retweeted
Effective data collection & analysis using #ai can allow bankers to better understand each customer's needs & financial behavior, allowing for a more personalized experience. finxtech.com/ais-impact-on-d… @ASmarterLook #banking #aibanking #fintech
