Enhance your customer relationships and maintain assets with a new digital wealth management platform
Introducing a digital financial planning and advice platform designed for the community banks in your market. There are nearly 3,000 community banks who have limited access to wealth management for their clients. These banks are often competing with large regional banks and brokerage offices to retain relationships and assets.
Now they can do both.
We offer a turnkey, digital wealth management platform that can help you compete in today's technology-driven environment and enhance the services available to your client base. Our digital capabilities put your institution's best foot forward by providing contemporary options traditionally reserved for large institutions. Through Nest Egg, planning and investment advice is delivered digitally through professional financial advisers, “on-demand” via your bank's website, home banking application or Kiosks located inside your branches.
With accounts starting as low as $1,000, our access to financial planning and advice is meant to for everyone. Let's discuss how you can add Bankers' Digital Wealth Solutions, Powered by Nest Egg to your product offering.
An entirely digital platform supported by:
Centrally located, on-demand advisers available via video, chat or phone
Financial planning and video kiosks at each branch
Intuitive online platform easy for clients to engage remotely in real time
Adviser Operating System captures data, AI drives automated workflow
Digital account opening, funding, and account transfer process
Digital and branch engagement during acquisition, marketing, and ongoing training
Completely integrated with financial institution
Benefits to your Financial Institution
By working with Bankers’ Wealth Management, you receive hands-on support with your training and implementation needs, as well as ongoing program support and marketing assistance. We help ensure your program is a success so you earn non-interest income while deepening your customer relationships.
An automated workflow to capture customer data, and apply artificial intelligence to optimize engagement
A robust program monitoring system, allowing your institution to track referrals, sales and overall customer engagement in real time
Fully online process for opening, funding and transferring accounts
Completely integrated with your financial institution
Non-interest income generation
Deepened customer relationships
Keeps them competitive with large institutions and wealth management firms
Better support customers financial needs
Everyone deserves a solid financial plan and access to advice!
Client Accessibility
By blending a digital financial planning platform with live advisors, Nest Egg can help your bank customers identify and plan for their financial goals such as retirement, wealth building, educational expenses and many more. Our account minimum is $1000, making professional wealth management available to everyone.
Simplified Onboarding
Nest Egg allows your customers to connect with an advisor on-demand. These real-time video consultations are available at your branch via secure kiosks or from the comfort of your customer’s home. Using a simplified onboarding process, your bank customer is able to open an account in just minutes. The on-boarding process can be advisor assisted or self-service based on your client's preference. And better yet, takes none of your staff’s resources.
Getting Started
Nest Egg’s turn-key, low-cost implementation process helps to launch your program quickly and with very few resource requirements. Work with Bankers' Bank and your correspondent banker to better understand the Nest Egg platform and how it can benefit your institution and its customers.
For a full overview and demo of the Nest Egg platform, please reach out to Bankers’ Wealth Management
