A look at the companies demoing at FinovateFall in New York on September 11 and 12. Register today and save your spot.
Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data.
- Overcomes siloed processes by integrating records
- Enables hyper-personalized experiences across multiple business lines without borders
- Provides actionable insights to uncover complete customer stories
Why it’s great
Wealth Access intelligently unifies records across multiple systems and enables service teams to bolster customer loyalty, resulting in high ROIs that are 15x their spend.
David Benskin, CEO & Founder
Under Benskin’s leadership, Wealth Access has sustained profitability and a robust core business CAGR of 37% over the past four years.