Marstone Inc. and Woodforest National Bank: A Strategic Partnership Aiming to Reshape Digital Wealth Management

Woodforest National Bank, a respected community bank, has teamed up with Marstone, a leading digital investment and planning platform, to enhance its wealth management services. This collaboration is part of Marstone’s Wealth Management-as-a-Service engagement model, which offers a comprehensive solution for financial institutions.

Woodforest’s digital transformation

With the adoption of Marstone’s platform, Woodforest National Bank will be able to quickly launch digital wealth products and provide a seamless digital experience for its substantial customer base. This move expands Woodforest’s existing wealth management offering, known as Woodforest Wealth Strategies, and significantly increases its digital channels.

Marstone’s Wealth Management-as-a-Service solution

Marstone’s primary mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all. The company’s enterprise-ready solution, Powered by MarstoneTM, allows financial institutions to efficiently and affordably reach, acquire, and retain clients seeking straightforward information and engagement regarding their finances.

Integrations and partnerships

One of the key advantages of Marstone’s Wealth Management-as-a-Service solution is its comprehensive integration with various industry players. Marstone has established integrations with custodians like Pershing, core banking platforms like Fiserv, account aggregation platforms, and investment managers. These integrations enable seamless connectivity and enhance the overall user experience.

Furthermore, Marstone’s partnerships with globally recognized foundations, such as the World Economic Forum Centre for the Fourth Industrial Revolution, and leadership participation in the Milken Institute’s FinTech Advisory Committee, highlight the company’s commitment to staying at the forefront of industry trends and innovations.

Future-proofing businesses with technology

The financial landscape is continuously evolving, and consumer expectations for digital investing are on the rise. Marstone’s technology offers financial organizations the opportunity to future-proof their businesses. The platform equips them with the necessary tools and capabilities to adapt and thrive in a digital-first environment.

Introduction to Woodforest National Bank

Woodforest National Bank has been serving communities for over 40 years and has earned a reputation as one of the strongest community banks in the nation. The bank’s commitment to providing personalized service and innovative financial solutions has contributed to its success and enduring presence.

Woodforest’s nationwide presence

Operating over 760 branches across 17 states in the United States, Woodforest National Bank has established a significant nationwide presence. This extensive branch network allows the bank to serve a wide range of customers, from individuals and families to small businesses and corporations. Moreover, Woodforest holds an Outstanding Community Reinvestment Act (CRA) rating, further solidifying its position as a community-focused institution.

The partnership between Marstone and Woodforest National Bank marks a significant step in expanding Woodforest’s digital offerings and improving its wealth management services. With Marstone’s Wealth Management-as-a-Service solution, Woodforest can efficiently deliver digital investment opportunities to its customers and meet the evolving demands of the digital investing landscape. Both companies are well-positioned to make a lasting impact in the financial industry through their commitment to innovation, customer-centricity, and community banking.

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