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Banking Services
How to build a one-stop-shop for your finances
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CHALLENGE
How does a leading robo-advisor best known for its automated investment service move into the broader market of banking and build a nextgen banking service for young professionals?
SOLUTION
Add checking features and a Wealthfront debit card to integrate spending, saving and investing into one seamless user experience
Shifting into spending broadens market appeal and deepens the relationship with existing customers
- CONSUMER BENEFITS
- BUSINESS BENEFITS
Mobile Banking
The ability to manage spending and savings all in one app
Integrated Banking
Seamless movement from Wealthfront investment accounts to the Wealthfront Cash Account and vice versa
Card Access
Account opening is all online and a Wealthfront branded debit card can be ordered directly through the app
Digital Money Movement
Card swiping allows for cash to be deposited into a Wealthfront Cash Account
Identity Verification
Accounts can be opened in a couple of minutes with just $1. No additional deposit requirements
Mobile Banking
Enable self-directed customer tools and service
Integrated Banking
Partner-specific banking experience with integrated banking services
Card Access
Issue a debit card for customers that can be used anywhere Visa debit is accepted
Digital Money Movement
APIs enabling digital money movement to and from multiple accounts
Identity Verification
Comprehensive program management including identity verification, risk and customer service