Financial Institutions can now provide
data insights solution to account holders through Q2's Digital
Banking Platform
NASHVILLE, Tenn., Jan. 13,
2025 /PRNewswire/ -- Wealth Access, the leading
customer data insights platform that unifies and enriches data to
power hyper-personalized experiences for financial institutions,
today announced an integration with Q2's Digital Banking Platform,
via the Q2 Partner Accelerator Program. Q2 Holdings,
Inc. (NYSE: QTWO) is a leading provider of digital
transformation solutions for financial services.
Wealth Access' integration with the Q2 Digital Banking Platform
allows financial institutions to access their data through a single
entry point. Through intelligent data unification across multiple
systems, the platform generates dynamic balance sheets, allowing
service teams to break down silos, view each client's complete
financial history, and collaborate across business lines. Wealth
Access delivers deep insights that fuel hyper-personalized banking
interactions, strengthen customer loyalty, and drive increased
revenue.
The Q2 Partner Accelerator Program, through the Q2 Innovation
Studio, allows in-demand financial services companies who are
leveraging the Q2 Software Development Kit (SDK) to pre-integrate
their technology to the Q2 Digital Banking Platform. This enables
financial institutions to work with these partners, purchase their
solutions and rapidly deploy their standardized integrations to
their customers.
Lisa Fulton, COO at Lake City
Bank, said, "At Lake City Bank, relationships and innovation are
our foundation. Our integrations with Wealth Access and Q2 embody
this commitment, enabling us to deliver an accessible digital
banking solution with a seamless Wealth Advisory customer
experience."
"Bankers continue to grapple with data silos, isolating valuable
customer information and disrupting the customer experience," said
David Benskin, CEO and founder of
Wealth Access. "Our platform unifies and enriches the bank's
existing data to drive more effective decision-making and enhance
customer experiences. Through our Q2 integration, Wealth Access is
helping bankers unlock greater revenue potential and maximize
customer experiences."
"We're excited to welcome Wealth Access to the Q2 Accelerator
Partner Program to make integrated wealth advisory services
available to interested financial institutions and their end
customers through the Q2 Digital Banking Platform," Johnny Ola, SVP
of Q2 Innovation Studio at Q2 said. "It's great to see the
collaboration between Wealth Access and Lake City Bank to offer
these capabilities and services."
To learn more about Wealth Access and the Q2 Innovation Studio
Partner Accelerator Program, please click here.
About Wealth Access
Wealth Access is the leading wealth data insights platform,
pioneering the transformation of wealth management in banking. 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, 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 a variety of clients from RIAs, trust companies,
brokers, regional and national banks.
About Q2 Holdings, Inc.
Q2 is a leading provider of digital transformation solutions for
financial services, serving banks, credit unions, alternative
finance companies, and fintechs in the U.S. and internationally. Q2
enables its financial institution and fintech customers to provide
comprehensive, data-driven digital engagement solutions for
consumers, small businesses and corporate clients. Headquartered in
Austin, Texas, Q2 has offices
worldwide and is publicly traded on the NYSE under the stock symbol
QTWO. To learn more, please visit Q2.com. Follow us on
LinkedIn and X to stay up to date.
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SOURCE Wealth Access
