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Lead Bank Partners with GoldBean to Improve Client’s Financial Health

GoldBean will help beginning investors with tailored financial advice and continuing education

With a shared vision of helping beginning investors understand how and where to invest their money, Lead Bank is pleased to collaborate with GoldBean, a financial education platform that works with both individuals and financial institutions to make educated investing decisions.

 

For many, gaining the confidence to make an investment, whether small or large, can be a challenge. Bringing a fresh approach to the investing industry, GoldBean was created with the “beginning investor” in mind. By analyzing an individual’s spending habits through analysis of bank account activity, the GoldBean platform will provide financial content and customized portfolios created around brands a person uses on a daily basis. This national agreement is one of many innovative ways Lead Bank is shaking up the banking industry.

 

For Lead Bank, this high-tech collaboration will give the Bank’s clients compelling educational experiences, personalized advice and tailored portfolio recommendations. “We are thrilled to collaborate with such a high-tech, innovative financial platform such as GoldBean. Being able to offer this type of financial literacy tool to our clients is exciting,” says Joshua Rowland, CEO and Vice Chairman of Lead Bank. “We’ll be launching our first GoldBean tool, the educational advice piece, this week,” Josh added.

 

Josh Rowland, recently named one of 2018’s Top 10 Most Innovative CEO’s in Banking by Bank Innovation, joined Jane Barratt, CEO of GoldBean, to discuss banking innovation and bank-startup partnerships at the 2018 Bank Innovation conference that took place March 5-6 in San Francisco.

 

“It's great to be partnering with Lead Bank, who has such a strong commitment to collaborating with fintech companies to bring innovative solutions to their clients,” said Jane Barratt, CEO of GoldBean. “Our mission is to turn savers into confident and knowledgeable investors, and this arrangement with Lead Bank is a major step in achieving it”, Barratt added.