Issue link: https://resources.envestnet.com/i/1527951
1 CASE STUDY • Innovation: A disruptor in the financial planning software space to match the needs of a technology-forward, financial industry bedrock known for offering an unparalleled client experience that puts the client first and leads to decades-long relationships. • Education: Interactive technology and graphical representations provide clients with a visual understanding of their finances and how their own choices can impact their financial futures. • Efficiency: Solution set is extremely user-friendly and at the same time incredibly powerful. It streamlines operations, keeping KPB, KIS and Key.com on the same page in delivering a consistent client experience. • New Growth Opportunities: Enabling the established financial brand to use industry-leading financial technology to tap new market segments across its portfolio companies. Elevating Digital Financial Planning Key Private Bank, the wealth management division of KeyCorp (NYSE: KEY), sees itself as the one source that acts as a guide to clients on a financial journey – a journey that includes the usual twists and turns, and the occasional detour. For more than six years, the wealthtech and financial advice giant has leveraged MoneyGuide's leading financial planning solutions to empower its advisors to deliver more holistic advice and improve client experiences. Key Investment Services (KIS), which serves clients nationwide with a licensed staff of 250 advisors and manages $23 billion, also has seen related growth in client successes since rolling out MoneyGuidePro® in 2016. Why Key Private Bank (KPB) and Key Investment Services (KIS) Has Relied on Envestnet | MoneyGuide for 6+ Years – and What's Ahead as MyBlocks Offering Rolls Out Across Key.Com KeyBank averaged 300+ referrals per week for the 3 three months of launching MyBlocks KeyBank Advantage $44.1 billion Key Private Bank AUM $23 Billion Key Investment Services AUM 250 Key Investment Services Advisors