Bank of the West Differentiates Brand and Provides Seamless Customer Experience with Integrated Online Brokerage Platform

Case StudyFacing competitive pressure from traditional and online brokerage firms, banks are increasingly looking to the self-directed brokerage space for new opportunities to acquire, develop and retain customers, especially next-gen clients who have grown to expect access to their investments from anywhere, at any time. Investor trends, both self-directed and advisory, are looking toward consolidating and integrating banking and brokerage options on a single site. In order to keep pace, banks recognize that they must either develop robust online investment platforms to support a range of investor types and needs, or else risk the loss of their retail bank assets to a competitor that can provide this offering.


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