January 19, 2022
Bankers’ Wealth Management announces partnership to provide community banks a digital financial planning tool
Bankers’ Wealth Management, a division of Bankers’ Bank that specializes in providing wealth management solutions to community banks, announces a new solution, Digital Wealth Solutions powered to Nest Egg, to provide customers a digital financial planning and investment advice platform.
Digital Wealth Solutions, powered by Nest Egg, is a digital financial planning and investment advice platform community banks can provide to their customers to assist with their financial planning needs. Through the Nest Egg digital financial planning platform, bank customers receive investment advice through professional financial advisers, “on-demand” via their bank website and home banking app as well as in-branch kiosks. By working with Bankers’ Wealth Management, community bank partners receive hands-on support with their training and implementation needs, as well as ongoing program support and marketing assistance. This new solution allows bank partners to earn non-interest income while deepening relationships with their customers.
“We are extremely excited about this relationship and new solution that helps community banks support the financial needs of all their customers,” expressed Jeff Zimmer, SVP at Bankers’ Wealth Management. “We share in Nest Egg’s belief that professional asset management should be available to individuals in all phases of their investment journey.”
Nest Egg offers a unique, easy-to-use platform designed to help anyone accomplish their financial goals.
“We are excited to work with Bankers’ Digital Wealth Solutions and bring financial services to their Bank clients. Everyone deserves a financial plan and access to professional investment advice,” says Michael Church CEO at Nest Egg.
Through this new solution, community banks will be able help their customers plan for their future and meet their financial goals.
About Bankers’ Wealth Management
Bankers’ Wealth Management is a division of Bankers’ Bank based in Madison, Wisconsin. Bankers’ Wealth Management is committed to helping community banks expand their current offerings and realize potential opportunities of their investment programs. The experienced team, offers customized wealth management programs and support investment programs through multiple layers of risk mitigation. Community banks can focus on building client relationships and growing their investment programs by leveraging the resources provided by Bankers’ Wealth Management. For more information, visit BankersWealthManagment.com.
About Nest Egg:
Nest Egg partners with banks, credit unions, RIAs, broker dealers, and trust departments to provide an industry-leading investment advice platform. By fusing cutting-edge technology with traditional human elements, Nest Egg delivers a turn-key investment platform to institutions of all sizes. Nest Egg’s data-driven marketing automation platform is designed for deep engagement across all client profiles. For more information, visit Nest Egg’s institutional website.