Woodforest National Bank aims to bring Marstone’s digital wealth management solutions to its customers as part of a new partnership between the firms.
The collaboration with Marstone will enable Woodforest to expand its digital channels and offer a broader range of wealth management services to its customer base.
Marstone has a track record of success with their Wealth Management-as-a-Service engagement model, which aligns well with the needs of their partners. Woodforest, with its substantial branch network and dedicated customer base, will benefit from Marstone’s platform, enabling them to offer digital wealth products seamlessly.
Marstone, Inc. is a digital investment and planning platform that focuses on enhancing financial literacy, promoting financial inclusion, and humanising finance. Their enterprise-ready solution, Powered by MarstoneTM, empowers financial institutions to efficiently reach, acquire, and retain clients seeking straightforward financial information and engagement.
Woodforest National Bank has been a stalwart community bank for over 40 years, delivering outstanding customer service since 1980. With a network of over 760 branches across 17 states in the United States, Woodforest is dedicated to serving its customers with excellence. The partnership with Marstone will enhance their wealth management offerings and expand their digital services, including digital investment opportunities.
Margaret J. Hartigan, co-founder and CEO, Marstone, said, “Marstone has considerable momentum with our Wealth Management-as-a-Service engagement model and that continues through into our latest work with Woodforest. We focus on creating flexible solutions that seamlessly fit with our partners’ needs. Woodforest will be able to quickly start using our platform, and in turn, offer digital wealth products to their substantial base of customers. We look forward to bringing our trusted platform to Woodforest as well as other community banks across the nation.”
Steve Tucker, president of Woodforest Wealth Strategies, said, “For more than four decades, Woodforest has remained one of the strongest community banks in the country. We pride ourselves on making customer service a priority in all that we do, and Marstone’s Wealth Management-as-a-Service solution is effective to increase our wide range of services we offer to our bank customers, including digital investment opportunities.”
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