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3 Questions

3 Questions with InvestiFi’s Kian Sarreshteh

CUInsight's Greg Michlig is joined by Kian Sarreshteh, CEO and Founder at InvestiFi for a quick 3 question interview about engaging the next generation through embedded investing...

Three questions:

  1. (0:35) Credit unions are under pressure to attract and retain younger members. How is embedded investing changing the relationship between consumers and their credit union?
  2. (2:41) What trends are you seeing in consumer expectations around investing, and why do you believe integrating investing directly into digital banking is becoming essential for credit unions?
  3. (5:58) InvestiFi works with financial institutions to modernize the digital banking experience. What excites you most about the future of embedded investing and financial wellness within everyday banking?

Click here to learn more about InvestiFi!