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Building the best: Digital investing that serves you and your members

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Date & Time
Location
Virtual
Presented by

InvestiFi

Powered by

CUInsight

Panelists

Liz Robuck
Kian Sarreshteh

Bringing digital investing into your credit union is a powerful step to building stronger relationships with current members and attracting new ones; But choosing the right partner should be about more than just providing a new offering to your members. It should consistently improve and impact the health and wellness of your credit union while also delivering a world-class member experience.

At InvestiFi, we built our digital investing platform specifically to support credit unions and deliver value with every transaction, while engaging members with the educational resources
they need to make informed investing decisions.

Join us for a webinar to learn more about:

  • What we’ve built: A powerful digital investing platform that seamlessly integrates into your digital banking provider and enables members to invest directly from checking
  • Why we built it that way: Our exclusive, patent-pending funds flow keeps more money in your CU’s ecosystem and provides new revenue streams for even greater ROI
  • How we’re expanding the solution: See what’s in development to make our solution even more powerful for you and your members

Speakers

Liz Robuck

Panelist

Liz Robuck

Chief Product Officer at InvestiFi

Kian Sarreshteh

Kian Sarreshteh

Founder and CEO of InvestiFi