Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity
, /PRNewswire/ — Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking services, today announced insights from its annual 2024 Wealth Access Summit. The Nashville event, attended by Executives of the nation’s largest regional and super-regional banks, included high-asset organizations totaling $2.3 trillion in bank assets and $1.3 trillion in wealth management.
The Wealth Access Summit gathers financial industry leaders focused on driving growth and innovation in banking and wealth management. This event brings together executives from regional banks and wealth management firms to engage in peer discussions on critical topics shaping the industry’s future. Participants gain valuable insights about how technology is driving their growth agendas, exploring strategies for achieving revenue goals and examining approaches to improve client engagement and loyalty.
The Summit …