Wealth Access has announced that Hancock Whitney has signed a firmwide agreement to expand its relationship with the Connected Intelligence Platform, nearly one year after acquiring Sabal Trust, a long-standing Wealth Access client.
For more than six years, Sabal Trust has used Wealth Access as the digital front door for its trust services, bringing together client data, aligning internal teams, and delivering a more connected experience for advisors and families. With the new enterprise-wide agreement, Wealth Access will now serve as the front door for wealth management services across Hancock Whitney’s broader organization.
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The expanded partnership represents a key step in Hancock Whitney’s strategy to unify banking, trust, and wealth management into a seamless client experience across the Gulf South. Rather than layering additional systems, the institution is focused on connecting existing data and teams into a single, coherent operating model.
Miles Milton, Executive Vice President and Chief Wealth Management Officer at Hancock Whitney, explained that the vision has always been to bring together strong teams and equip them with the right platform. Following the Sabal acquisition, the bank strengthened its trust capabilities across the region. By expanding the Wealth Access partnership, Hancock Whitney aims to deliver a highly connected wealth platform while creating new opportunities to grow fee income and deepen relationships across private banking, wholesale banking, and retail services.
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As financial institutions confront fragmented systems and siloed data, Wealth Access provides an intelligence layer that connects existing infrastructure without replacing core systems. The platform consolidates client data across trust accounts, investments, deposits, and held-away assets into one unified view. This enables advisors, bankers, and leadership teams to see the complete client relationship and serve customers with greater clarity and confidence.
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David Benskin, Founder and CEO of Wealth Access, highlighted the strong alignment between the organizations, noting that Sabal has long embodied a human-centered approach to wealth services. Extending that philosophy across Hancock Whitney’s broader wealth organization reinforces a shared belief that meaningful growth comes not from adding more products, but from connecting data, people, and purpose into one unified experience.
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