Wealth Access

Wealth Access is an enterprise customer data unification platform that works with existing books and records to generate hyper-personalized banking and wealth management experiences and insights. Its platform unifies data across business lines, improves customer loyalty, and drives revenue for 200+ customers with over $571 billion in assets.

Features & Benefits

Enterprise Data Architecture

Our universal client identifier consolidates data sources, enriches the data, and makes the complete picture easily accessible to everyone.

Role-Based Experiences

Deliver a living balance sheet for any customer, complete relationship views for advisors and bankers, and actionable dashboards for the enterprise.

Digital Document Vault

Enable your team with highly secure, intuitive storage. Everything you need is at your fingertips, just like it should be, with bi-directional syncing and DocuSign integration.

Proactive Analytics

Stay in front of trends, identify potential risks, and realize more opportunities with proactive insights on money-in-motion, delivered to your key decision-makers before you even know you need it.

Flawless Integration

An open API architecture makes it easy to access unified customer data and deliver consistent experiences across all the Fintech applications you and your customers use each day.

Deep Insights

With all your customer information together and organized, powerful stories can emerge. Uncover the kind of clear, consistent, and complete views that let you create the experiences your customers crave and your support staff needs to excel.

Complete Customer Information

The Wealth Access analytics engine rationalizes and enriches data to help you identify risks and opportunities so you can make right-timed decisions and overcome the systems and silos that hold you back.

Hyper-Personalized

Experiences Create friction-free, intuitive user journeys—for everyone. Wealth Access makes it easy to deliver a living balance sheet and frame a complete financial picture tailored to each person or company you serve.