Wealth Access Names Andy Zinn as Chief Innovation Officer
August 20 2024 - 7:45AM
Business Wire
~Experienced wealth management, operations, IT
executive joins company to bolster growth of wealth management
services at financial institutions across the country~
Wealth Access, the leading customer data insights platform that
unifies and enriches data to power hyper-personalized experiences
for financial institutions, announced today that Andy Zinn has been
appointed as Chief Innovation Officer (CINO). Zinn, with nearly 20
years of financial services experience, is spearheading innovation
across all product lines as well as the overall company operations,
ensuring the successful execution of Wealth Access’ business and
growth plan.
David Benskin, CEO of Wealth Access, said, “We are thrilled to
have Andy join the company as CINO during this pivotal growth
phase. Wealth is an untapped market for banks that can be critical
for continued success. As we enhance our solutions and expand
financial data accessibility for our financial institution
partners, Andy’s experience in operations delivery, process
improvement, and managing software support and application
development will prove invaluable to our continued momentum.”
Zinn comes to Wealth Access from AllianceBernstein where he was
VP of Global Market Data. He also held leadership roles at Informa
Investment Solutions demonstrating his operations and data
management expertise and Investment Scorecard where his strategic
leadership with client implementations and special projects helped
promote client satisfaction and product improvement.
“Wealth Access’ robust technology enables bankers and advisors
to seamlessly integrate various wealth data into business and
retail banking experiences to better visualize customers’ unique
financial needs in one unified view,” Zinn said. “I am excited to
join the company as financial institutions increasingly recognize
the power of consolidated data making it accessible and useful to
help them thrive in this highly competitive market. Wealth Access
is transforming the future of financial management.”
About Wealth Access
Wealth Access is an enterprise customer data insights platform
that works with financial services’ existing books and records to
enrich and unify data, generating deep insights that power
hyper-personalized banking experiences. 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 and 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
more than 200 customers with over $571 billion in assets on the
company’s platform, including several of the largest banks in
America.
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Gabriela Lumpkin / Angelo D. Jones II gabriela@williammills.com
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