How to build a one-stop-shop for your finances
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?
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
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
It’s quick and easy to open an account online and get a virtual card
Hear back in seconds and nearly everyone qualifies with successful identity verification
Send and request money to friends and family money with their balance
It’s quick and easy to open an account online and get a virtual card
Transfer funds from debit cards and add funds to any external bank account
Hear back in seconds and nearly everyone qualifies with successful identity verification
Receive third party disbursements from linked credit card rewards programs
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
Issue virtual cards in your digital wallet
Comprehensive program management including identity verification, risk and customer service
APIs enabling digital money movement to and from multiple accounts
Issue virtual cards in your digital wallet
Partner-specific banking experience integrating banking services into the customer experience with no app to download
Comprehensive program management including identity verification, risk and customer service
Rewards platform enabling partners to deliver benefits designed for their customers customize to drive retention