In our last blog post, we discussed several key advantages community and regional banks experience when working with digital wealth management solutions. If your bank is considering the shift to digital, you may be wondering how to bring these benefits to life for your customers.
That’s where we come in!
When it comes to supporting community and regional banks, we understand that providing an online offering that cultivates the same level of trust, flexibility and security that customers have come to expect from their regional branch is critical. Our mission is to enable you to make wealth management services more accessible to your customers by creating operational efficiencies through digitization.
Here are a few streamlined solutions available through our innovative enterprise platform for institutions looking to build a digital presence that works for established, new and prospective customers:
- Small account management.
Next generation customers have exponential growth potential. Building relationships early on through our small account solution can help your institution capitalize on the younger demographic by serving the next generation of wealth customers at scale. Keep up with changing customer expectations, and take advantage of the opportunity for institutions and advisors to help convert lower-balance accounts into investments.
- Efficiency and automation.
With automation on your business’ side, you can onboard new clients in minutes – as opposed to spending precious time on tedious paperwork. Additionally, streamlined processes help easily manage wealth transfer legacy clients, so you can deepen the relationship and expand your services with families as they grow. Banks can efficiently bring wealth management in-house with our platform, likely at a cheaper price point than traditional methods.
Whether you’re at the home office or a regional branch, your wealth advisory business will be available at the tip of your fingers. Customers can go to their branch for a face-to-face consultation, or handle accounts online – taking your institution to the next-level of modernization and meeting clients where they’re at in their digital journey. RobustWealth can help future-proof your business with scalable technology across your organization.
RobustWealth is a fully integrated, digital advice platform for advisors and institutions. The private label platform offers a variety of sophisticated investment solutions that streamline back-office inefficiencies and help financial professionals focus on building strong, long-lasting relationships with their clients.
Founded in 2015 by financial industry veterans, RobustWealth was designed with the advisor in mind. The firm is headquartered in Lambertville, New Jersey with remote employees located across the world.
The subject matter in this communication is educational only and provided with the understanding that RobustWealth, Inc.® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.