Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.
In venturing into what's normally a province of large banks, nbkc in Kansas City, Mo., discovered innovative tax-management and other products that it could offer to its own customers or sell to other banks.
Loan officers whose habits are attuned to the refi market need to improve their relationship game to make it in this business, NBKC Bank's Dan Stevens told attendees at Digital Mortgage 2018.
