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    Banking Services

    How to build a one-stop-shop for your finances

  • 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

Mobile banking

Mobile Banking

The ability to manage spending and savings all in one app

Integrated Banking

Integrated Banking

Seamless movement from Wealthfront investment accounts to the Wealthfront Cash Account and vice versa

Card access

Card Access

Account opening is all online and a Wealthfront branded debit card can be ordered directly through the app

Digital Money Movement

Digital Money Movement

Card swiping allows for cash to be deposited into a Wealthfront Cash Account

Identity Verification

Identity Verification

Accounts can be opened in a couple of minutes with just $1. No additional deposit requirements

Mobile banking

Mobile Banking

Enable self-directed customer tools and service

Integrated Banking

Integrated Banking

Partner-specific banking experience with integrated banking services

Card access

Card Access

Issue a debit card for customers that can be used anywhere Visa debit is accepted

Digital Money Movement

Digital Money Movement

APIs enabling digital money movement to and from multiple accounts

Identity Verification

Identity Verification

Comprehensive program management including identity verification, risk and customer service

Want To Bring Fintech Banking Solutions To Your Brand?

Want To Bring Fintech Banking Solutions To Your Brand?

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