Wealth Access has announced a strategic partnership with Candescent to help financial institutions unify fragmented data and deliver more holistic client experiences. The collaboration aims to address a major industry challenge where banks and credit unions fail to capture a significant share of their customers’ investment assets due to disconnected systems between digital banking and wealth management teams. By integrating Wealth Access’s Connected Intelligence Platform with Candescent’s banking infrastructure, institutions can gain a comprehensive view of client relationships, enabling more personalized and timely engagement. “Banks and credit unions have spent years investing in digital experiences that look great but don’t know enough about the client to truly serve them,” said David Benskin.
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The partnership allows organizations to move beyond generic outreach toward data-driven interactions that strengthen long-term relationships and improve revenue capture. “By partnering with Candescent, we’re helping financial institutions bring greater insight into the digital banking experience,” added Victoria Lubnik, highlighting the focus on deeper engagement and improved client outcomes.
