Wealth Access Expands Leadership with Drew DiMarino Appointment

Wealth Access Appoints Drew DiMarino as Chief Revenue Officer

Wealth Access has made a significant move by appointing Drew DiMarino as its new Chief Revenue Officer. With nearly three decades of experience in the financial services sector, DiMarino is poised to lead the charge in maximizing revenue growth for the innovative technology provider.

Career Highlights of Drew DiMarino

DiMarino comes to Wealth Access with an impressive background, having held influential roles at renowned companies like Riskalyze, now known as Nitrogen Wealth, where he excelled as Chief Growth Officer. There, he spearheaded revenue-generating initiatives that enabled the company to expand its client base significantly.

Previously, as Executive Vice President of Sales and Marketing at Apiture, and EVP of Sales at eMoney Advisor, he played crucial roles in shaping company strategies that resulted in successful acquisitions, notably with Fidelity Investments. His diverse experience brings a wealth of knowledge and expertise that will undoubtedly benefit Wealth Access.

CEO David Benskin's Confidence in DiMarino

Wealth Access's CEO, David Benskin, expressed his enthusiasm about DiMarino's appointment. He remarked on their longstanding professional relationship, emphasizing DiMarino’s extensive knowledge in the industry and his proven history of fostering client relationships that lead to robust company growth. According to Benskin, DiMarino's leadership will enhance the company’s operational strategies and drive future innovations.

Empowering Banks with Unified Data

DiMarino's vision for Wealth Access revolves around leveraging unified data to enhance the banking experience. He stated, "By breaking down traditional silos between Wealth, Trust, and Brokerage divisions, we can personalize client experiences and cultivate deeper relationships, unlocking cross-sell opportunities that allow banks to capture a larger share of their client's financial portfolio." It's clear that he recognizes the potential for transforming how banks manage wealth services.

Upcoming Wealth Access Annual Executive Summit

The timing of DiMarino's appointment is strategic, coinciding with Wealth Access's Annual Executive Summit. This high-profile event will feature leadership from 22 firms responsible for over $1.3 trillion in bank assets and an impressive $11 trillion in wealth management. Benskin noted that DiMarino’s extensive background and insights will prove instrumental to the discussions and developments taking place during the summit.

Transformational Impact in Financial Services

Wealth Access is recognized for its role as an enterprise customer data insights platform, helping financial services leverage existing resources to access enriched data and generate valuable insights. The platform enables banks to deliver hyper-personalized banking experiences by unifying customer records from multiple systems. Currently, Wealth Access supports over 200 clients, managing assets surpassing $571 billion, including some of the nation’s largest banking institutions.

About Wealth Access

Wealth Access stands out in the industry by providing an innovative approach to customer data. By creating living balance sheets, it allows service teams to view a complete financial narrative for each client, fostering deeper loyalty and driving increased revenues across business lines. As DiMarino takes on the role of Chief Revenue Officer, the expectation is that he will significantly influence the company’s direction and growth trajectory.

Frequently Asked Questions

Who is Drew DiMarino?

Drew DiMarino is the newly appointed Chief Revenue Officer at Wealth Access, bringing almost 30 years of experience in financial services.

What is the role of the Chief Revenue Officer?

The Chief Revenue Officer is responsible for overseeing all revenue-generating activities, aiming to maximize growth while maintaining profitability.

What initiatives will DiMarino focus on at Wealth Access?

DiMarino aims to enhance unified data usage to personalize banking experiences and foster deeper client relationships.

When is the Wealth Access Annual Executive Summit?

The Wealth Access Annual Executive Summit is scheduled for next week, featuring leadership from numerous financial institutions.

How does Wealth Access help banks?

Wealth Access enhances banks' capabilities by creating unified customer data insights that lead to improved client interactions and revenue growth.

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