James Elwood and Michael Anzola Join Wealth Access’ Executive Team

FinTech veterans bring experience to support growth, new platform initiatives

Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial institutions, today announced two appointments to its executive team: James Elwood, Chief Technology Officer (CTO) and Michael Anzola, Head of Strategy and Product. These appointments will be instrumental in supporting the company’s vision to expand its technology across brokerage, trust and banking in 2024.

Founder and CEO of Wealth Access David Benskin said, “2023 was an exceptional year of growth for us, and 2024 is starting off with the exciting additions of James and Michael to our well-established leadership team alongside Brandi Zinn, Jeff Bloedorn and myself. Having James and Michael join us will be beneficial to sustaining our momentum as the business expands and we strengthen our brokerage, trust and retail banking capabilities. Both individuals have unprecedented business acumen that complements our executive team and further bolsters our industry presence. We look forward to gaining their seasoned insights that will help take our platform to the next level.”

Elwood brings a wealth of experience and expertise to his new position, having spent four years as the Director of Software Engineering at Jack Henry and 12 years as CTO with Geezeo. He has an extensive technical background in Software Engineering, Data Engineering and Machine Learning. Elwood has also successfully managed teams of scale, demonstrating strong leadership skills.

Elwood said, ”Throughout my career, I have been deeply involved in shaping digital consumer experiences within the financial services sector. Wealth Access’ technology truly embodies the cornerstone of next-generation digital banking and is poised for further capability growth. I am eager to leverage my expertise to help propel the business to new heights during this crucial phase."

Anzola has a diverse and accomplished background, marked by his successful launch of a fintech healthcare startup. For six years, he contributed to digital transformation initiatives for companies like EY, Citibank and US Bank. With nearly four years of experience as CTO and CIO with financial technology companies, Anzola has demonstrated his strategic leadership in various capacities.

“Having collaborated with several financial service leaders, I have recognized a critical imperative to unify silos and integrate data to enhance customer experiences,” said Anzola. “With Wealth Access, I have witnessed firsthand how their innovative technology extends new data capabilities to regional community banks and credit unions and revolutionizes their digital experience. I am thrilled to be part of their team and the transformative impact they are making in the industry.”

Wealth Access drives hyper-personalized banking experiences by unifying and enriching financial services’ existing books and records across brokerage, trust and banking. The technology empowers bankers and advisors to seamlessly integrate various wealth data, including brokerage, trust and retirement accounts, into business and retail banking experiences to better visualize customers’ unique financial needs. With rationalized data, service teams can access living balance sheets, discover intelligent insights, identify risks and opportunities, provide tailored customer recommendations and deliver a digital experience without borders.

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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