Interview With David Benskin: A New Brand, a New Category, the 13-Year Evolution to Connected Intelligence

Interview With David Benskin: A New Brand, a New Category, the 13-Year Evolution to Connected Intelligence

From Mighty Finsights by CSTMR

March 31, 2026 · 47 min · Episode 38

About this episode

Rory Holland interviews David Benskin about his journey in transforming financial data usage and the importance of clean data in AI.

Host - Rory Holland - cstmr.com - Linkedin: CSTMR Interviewed - David Benskin - wealthaccess.com - LinkedIn: Wealth Access Want to be a part of the podcast? Contact Rory today! In This Episode In this episode, Rory Holland sits down with David Benskin, the founder and CEO of Wealth Access , to explore the grit required to change the way financial institutions use their data. David reflects on his 13-year journey as CEO , from his early days at Merrill Lynch to navigating the global financial crisis and launching a platform to solve the fragmented data problem plaguing financial institutions, wealth advisors, and clients alike. They discuss the decision to rebrand from a data aggregator to a connected intelligence platform , the vital role of clean data as a foundation for AI, and why technology should empower—not replace—the human element of financial advice. Beyond the boardroom, David shares how coaching his kids in wakeboarding mirrors the responsibilities of a CEO .

People in this episode

Host: Rory Holland

Guest: David Benskin

Topics covered

  • financial data
  • connected intelligence
  • rebranding
  • AI in finance
  • leadership
  • coaching

Keywords

  • financial institutions
  • data aggregator
  • technology
  • wealth advisors
  • human element
  • wakeboarding

Mentioned in this episode

Organizations: Wealth Access, CSTMR, Merrill Lynch

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