Wealth Access and Candescent Partner to Improve Wealth Intelligence for Financial Institutions
Wealth Access and Candescent have partnered to help financial institutions unify fragmented data and better serve clients holistically. The collaboration aims to address the issue of clients moving their wealth to competitors despite long-term relationships with their banks. Industry data shows that only 4% of investment accounts are captured by institutions from their own customers.
Topics: banking client relationships data integration financial institutions wealth management