For the past two years, Bank of the West has assiduously courted high-net-worth clients. But now it's starting to spread the love more broadly.
The San Francisco-based bank recently made a series of moves to attract the long-neglected mass-affluent customer. In August, it launched a retirement sales site, offering education, tools and a more robust capability to help the mass-affluent customer with retirement planning.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access