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Wealthies Circle Podcast: Helping Advisors Make a Move to Independence With Goldman Sachs Private Bank

Goldman Sachs Private Bank's Gary Basso discusses the firm’s tech and digital banking strategy for independent advisors and clients.

 

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In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Gary Basso, head of distribution and institutional sales at Goldman Sachs Private Bank. Gary discusses the firm’s tech and digital banking strategy for independent advisors and clients and how the company’s securities-based lines of credit allow borrowers to access cash without liquidating their investment portfolios.

In this conversation, you’ll learn:

  • How Goldman Sachs Private Bank Select approaches technology and digital banking for liquidity and line of credit purposes;  
  • About the firm’s tech commitment for high-speed loan processing; 
  • How clients and independent advisors can benefit from GS Select as a tool for liquidity; 
  • Gary Basso’s take on how Goldman Sachs’ platform impacts banks and advisors; 
  • And more!

Tune in to discover the Goldman Sachs approach for clients and advisors and how they can seamlessly finalize a loan!  

Listen to the Wealthies Circle Podcast

TAGS: Technology
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