Wealth Access
HQ Address
222 Second Avenue South, Suite 1620, Nashville, TN 37201, United States
Website Address
Business introduction
Remarkable Insights. Unified Customer Data. Personalized Experiences
Uncover clear, consistent, and complete stories about your customers when you unify your data. Put our light-touch platform over existing systems and watch as hyper-personalization turns existing customers into loyal fans.
We love solving complicated problems. And that’s a good thing, because in finance there are a lot of them
In 2011 we opened our doors with a singular mission: Make it easy for financial institutions to access the information they need to help transform their clients’ lives.
In the years that have followed, we have worked with financial institutions of all sizes and backgrounds, including community and regional banks, trusts and wealth advisory firms, intuitively unifying their customer data to uncover clear, consistent, and complete stories. Our platform intelligently integrates data living in existing books and records throughout an organization, rendering remarkable customer insights via a real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing customer insights platforms in America.
Wealth Access Solutions
Integration Hub
Tools to build your integration solution Batch processing Consolidate data through inbound or outbound daily files. Data API Get the exact data you need, when and how you need it. Single sign-on Create friction-free digital experiences for your advisors and clients. Widget API Visualize your unified data across systems with pre-built widgets....
business needs
view solutionOne Bank
Cross-serve customers with ease When your team can only see parts of data, they can’t provide the superior service your customers expect. With unified data, Wealth Access helps you create a powerful story that shows extraordinary value—and makes it easy for you to naturally introduce solutions across product lines that benefit......
business needs
view solutionOne Data
Build your own business insights Proactively identify opportunities and risks across all your customers and prospects from within your existing analytics engine. One Bank puts you in the driver’s seat to leverage your existing data warehouses and clean rooms, whether using Snowflake, Amazon Web Services, Microsoft Azure, or Google Cloud. Sophisticated technology......
business needs
view solutionOne Wealth
Consolidate your clients’ lives Your financial advice is only as good as the data fueling it. Wealth Access gives you industry-leading aggregation capabilities so you can view all of a household’s assets in a single view and know for certain you’re advising on the complete picture. See entire relationships at once Every aspect......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Data Management & Analysis
