Seamlessly integrated into your digital banking platform, InvestiFi empowers members with the freedom to buy, sell and hold investments. With InvestiFi, your credit union can help members build a financially secure future while keeping their membership and assets within your financial institution.
During our upcoming webinar, we will explore how InvestiFi’s Robo Advisory solution can expand and strengthen your offerings, giving your members an opportunity to start investing through a more guided experience. Learn about pre-built portfolios that align to your members’ interest and risk tolerance, or connect to your current wealth management team’s approach and portfolios. Catch up on the latest advancements in InvestiFi’s technology aimed at enhancing access to digital investing for all and evolving Robo Advisory functionality.
Join CU*Answers and InvestiFi to learn more about leveraging cutting-edge digital investment solutions for your credit union – click the button below to register today!
