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Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer

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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