Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer
08 Mayo 2024 - 9:20AM
Business Wire
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, “Transforming Finance: How A.I. Meets New Generational
Demands Ahead of the Great Wealth Transfer.”
The paper explores why financial institutions (FIs) and firms
must prepare for the Great Wealth Transfer and how Artificial
Intelligence (AI) will serve as a powerful tool in transforming
offerings, platforms and operations to adapt to next-generation
needs. It further details how FIs can harness this technology to
revolutionize operational efficiency, redefine the customer
experience, enhance engagement strategies and foster deeper
loyalty.
Insights include:
- How the Great Wealth Transfer will transform the financial
services landscape;
- Why AI will play a leading role in helping firms learn about
their clients and provide efficient service;
- Why hyper-personalization functionality is essential for
elevating the customer experience and how AI can cater to this
growing demand;
- The importance of evolving data practices to build a stronger
infrastructure and position firms to embrace the advantages of AI
technology; and
- Insights into how AI tools will empower FIs and firms to
optimize operational efficiency and better address client
needs.
“The coming Great Wealth Transfer presents a tremendous
opportunity for financial institutions to capture greater market
share, engage customers with new strategies and outpace
competitors,” said David Benskin, founder and CEO of Wealth Access.
“AI will act as an accelerant throughout this client transition,
enabling personalized experiences, liberating advisors from
time-consuming administrative tasks and empowering institutions to
focus on high-value activities such as strengthening and expanding
their customer base.”
Read “Transforming Finance: How A.I. Meets New
Generational Demands Ahead of the Great Wealth Transfer” 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.
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Gabriela Lumpkin // Angelo D. Jones II gabriela@williammills.com
// angelo@williammills.com 678.781.7211 // 678.781.7230