visiWealth is thrilled to partner with the Regional Wealth Planning Team for Zions Wealth, a Bancorporation business serving a collection of great regional banks across the Western United States.

According to Chief Creative Officer, Dr. Ross Riskin, “We believe the academically sound and modern advisor-driven, client-focused visuals we have created at visiWealth will enable the planners and teams at Zions Wealth to simplify the complex and deliver more engaging ‘just in time’ advice in a scalable manner to clients of all generations and from all walks of life.”

Partnering with Zions Wealth creates a unique opportunity for the visiWealth team to gain additional insights into the pressing issues and timely planning opportunities diverse groups of clients are most concerned with and are interested in learning about, which can help in the development of new visual content. Zions Wealth’s focus on helping individuals, families and business owners make sound financial decisions in the achievement of their goals; which aligns well with what visiWealth is focused on – simplifying the complex – a process that is needed to increase understanding, boost confidence, and provide true clarity for others.

“visiWealth has created excellent content that illustrates complex concepts in a quick and easy way. The partnership with visiWealth enables us to have focused conversations with clients about complicated topics that are frankly difficult to have without visuals.  Educating our clients so that they are empowered to make their own financial decisions is a cornerstone of our practice and visiWealth is helping us accelerate client understanding and confidence.”  says Chris Considine, Director of Wealth Planning and Fiduciary Services at Zions Wealth.

Learn more about Zions Wealth and their extensive services at https://www.zionsbank.com/wealth/