▾ G11 Media Network: | ChannelCity | ImpresaCity | SecurityOpenLab | Italian Channel Awards | Italian Project Awards | Italian Security Awards | ...
InnovationOpenLab

Wealth Access Releases White Paper on Leveraging AI to Optimize Digital Experiences

#AI--Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white ...

Business Wire

NASHVILLE, Tenn.: #AI--Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Marrying A.I. and Your Digital Experience: A Path to Futureproofing Your Firm.”

This white paper explores the transformative power of AI in the world of finance, as well as how FIs can harness this emerging technology to enhance digital experiences, cultivate engaging client relationships, strengthen enterprise operations and maintain competitive advantage considering the looming generational wealth transfer.

Insights from this white paper include:

  • Understanding AI and its role as an ally in assisting financial institutions to transcend traditional boundaries, foster trust and craft unique experiences;
  • Effectively integrating modern solutions to deliver customized experiences;
  • Unifying customer information between siloed departments;
  • Monitoring transactions in real-time, ensuring compliance and flagging any potential breaches or unusual activity; and,
  • Attracting the next generation of customers via a data-centric environment that anticipates and satisfies their expectations.

“Financial institutions are challenged to create engaging, memorable and seamless experiences for their customers and clients with resources that are not designed to do so,” said David Benskin, founder and CEO of Wealth Access. “AI bridges this gap and redefines how financial advisors operate, how institutions interact with their clients and how the industry, as a whole, perceives value creation.”

Read the white paper 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.

Contacts

Gabriela Lumpkin // Angelo D. Jones II
gabriela@williammills.com // angelo@williammills.com
678.781.7211 // 678.781.7230

Fonte: Business Wire

If you liked this article and want to stay up to date with news from InnovationOpenLab.com subscribe to ours Free newsletter.

Related news

Last News

RSA at Cybertech Europe 2024

Alaa Abdul Nabi, Vice President, Sales International at RSA presents the innovations the vendor brings to Cybertech as part of a passwordless vision for…

Italian Security Awards 2024: G11 Media honours the best of Italian cybersecurity

G11 Media's SecurityOpenLab magazine rewards excellence in cybersecurity: the best vendors based on user votes

How Austria is making its AI ecosystem grow

Always keeping an European perspective, Austria has developed a thriving AI ecosystem that now can attract talents and companies from other countries

Sparkle and Telsy test Quantum Key Distribution in practice

Successfully completing a Proof of Concept implementation in Athens, the two Italian companies prove that QKD can be easily implemented also in pre-existing…

Most read

Alibaba Group Announces March Quarter 2025 and Fiscal Year 2025 Results

$BABA #alibaba--Alibaba Group Holding Limited (NYSE: BABA and HKEX: 9988 (HKD Counter) and 89988 (RMB Counter), “Alibaba”, “Alibaba Group” or the “company”)…

U.S. Data Center Construction Market Outlook Report 2025-2030 Featuring…

The "U.S. Data Center Construction Market - Industry Outlook & Forecast 2025-2030" report has been added to ResearchAndMarkets.com's offering. The…

Fiserv to Present at Upcoming Investor Conferences

Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology solutions, announced its participation in the following…

Australia Social Commerce Intelligence Databook 2025: An $8.58 Billion…

The "Australia Social Commerce Market Intelligence and Future Growth Dynamics Databook - 50+ KPIs on Social Commerce Trends by End-Use Sectors, Operational…

Newsletter signup

Join our mailing list to get weekly updates delivered to your inbox.

Sign me up!