Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access’s commitment to providing exceptional digital experiences for financial institutions and their clients.
Wealth Access’ groundbreaking solution integrates books and records from trust companies, broker-dealers, and private banking entities. The enhanced client portal creates a digital destination for banking customers with a fully mobile, branded experience that unifies all of a client’s data into a single environment. Using Wealth Access’ single portal login, clients receive personalized experiences with access to the information they need to complete tasks, as well as streamlined interactions with their financial institution. The enhanced client portal gives organizations the ability to represent complete, enriched financial views for customers and prospects across retail, wealth, business and external accounts.
“A record-breaking number of nominations were submitted in 2023, with over 1,000 entries received from more than 400 companies,” said David Armstrong, Director of Editorial Strategy and Operations, Wealth Management Group – Informa Connect. “The Industry Awards program has significantly expanded in scope in the nine years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients.”
Wealth Access was selected as the Client Portal winner by a panel of independent judges made up of industry leaders who evaluated finalist initiatives based on quantitative (e.g., scope, scale, adoption and feature set) and qualitative (innovation, creativity and new methods of delivery) measures. This recognition is the seventh accolade Wealth Access has received from the WealthManagement.com Industry Awards, along with its previous honors for Wealth Reporting/Personal Finance Managers and Account Aggregation.
David Benskin, founder and CEO of Wealth Access, said, “We are incredibly proud to celebrate this honor from WealthManagement.com – winning this award indicates the value of our solution in advancing industry innovation. For the first time, bank clients using our platform can access their wealth data alongside their digital banking experience in a holistic view, without the need to manage multiple logins. The enhanced client portal ensures that clients receive the hyper-personalized experiences that create loyal fans, and wealth management teams gain the actionable insights they need to embrace digital transformation and create powerful conversations that revolutionize businesses.”
A complete list of the 2023 Industry Awards winners and finalists can be found here.
About Wealth Access
Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data, generating deep insights that power hyper-personalized banking experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest banks in America.
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.
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