David Benskin is the Founder and CEO of Wealth Access, the leading wealth data insights platform, pioneering the transformation of wealth management in banking. Formerly a First Vice President and partner on a Merrill Lynch Private Banking and Investments team, David spent over thirteen years with the company. Today, he helps banks recognize and capture the revenue potential of wealth management by leading with data-driven solutions.
Thinking Long Term With Wealth Management
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Written by
David Benskin
Founder and CEO
David Benskin
Founder and CEO
A wealth management strategy can be a competitive differentiator for financial institutions that want to focus on their clients’ broader, long-term needs. But banks cannot treat wealth management as an afterthought if they want to grow that business successfully, says David Benskin, founder and CEO of Wealth Access. Getting wealth management right requires not only a cultural alignment, but also an integration between lines of business that provides bankers a holistic view of each customer.
Topics discussed include:
- Why Wealth Management Matters
- Building a Clear View of the Customer
- Monitoring Program Progress
WRITTEN BY
David Benskin
Founder and CEO
David Benskin is the Founder and CEO of Wealth Access, the leading wealth data insights platform, pioneering the transformation of wealth management in banking. Formerly a First Vice President and partner on a Merrill Lynch Private Banking and Investments team, David spent over thirteen years with the company. Today, he helps banks recognize and capture the revenue potential of wealth management by leading with data-driven solutions.