Welcome to another episode of the Banking on Growth podcast, hosted by Mike Graham, President of Midwestern Securities. In this enlightening conversation, Mike speaks with Margaret Hartigan, CEO and founder of Marstone, Inc., to explore the evolving digital wealth management industry and how community financial institutions can modernize their offerings through strategic technology adoption.

Marstone isn’t your average fintech solution. Built with deep roots in traditional wealth management, the platform offers a fully digital, goal-based investment and financial planning experience. But Margaret is quick to clarify—it’s not a robo-advisor. “We’re not here to replace bankers or advisors,” she says. “We’re here to help them scale, stay compliant, and serve clients in a modern, user-centric way.”

What’s Inside This Episode:

As you watch this episode, you can find:

• Digital Expectations: Learn how community banks can meet the demands of today’s mobile-first, tech-savvy customers.
• Goal-Based Planning: Discover how interactive tools help clients visualize and prioritize their financial goals.
• System Integration: Explore how Marstone connects with core platforms like Jack Henry and Q2 for a unified experience.
• Financial Education: See why personalized learning tools build trust and drive long-term customer engagement.
• Journey Mapping: Understand how to align wealth, lending, and banking into a seamless client experience.
• Revenue Sharing: Uncover how institutions can earn up to 25% back by offering digital wealth solutions.
  

Stay tuned as Margaret Hartigan reveals why digital wealth management is no longer optional—and how community banks can use it to retain customers, increase non-interest income, and future-proof their business. Whether you're leading a credit union or scaling a regional bank, this conversation offers the strategic clarity and real-world examples needed to thrive in today’s competitive landscape.

Stay tuned and listen now to hear how your institution can turn digital engagement into deeper relationships, stronger retention, and sustainable growth!

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For more information on strengthening your retail wealth management division, contact us, and let’s start talking!

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Midwestern Securities is a reputable independent broker/dealer and Registered Investment Advisory firm owned and operated by community bankers and financial professionals. With a strong track record of delivering personalized attention and financial advisor coaching that helps community financial institutions take their investment services divisions to the next level, Midwestern Securities has established itself as a trusted partner in the industry.
If your bank needs a team that can help, visit https://midwesternsecurities.com/.
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