Access Softek Founder/CEO Chris Doner and Sno Falls Credit Union President/CEO Tim Williams joined us on the show to share why Sno Falls chose to implement a robo-advisor (Access Softek's EasyVest) into its wealth management program and the benefits these tools can have for both members and the credit union.
Here's what we asked them:
How does the robo-advisor technology work with the wealth management program?
Why did you implement it in the credit union’s wealth management program?
What has transpired since implementation?
What are the benefits Sno Falls and its members have experienced so far?
How prevalent is a robo-advisor in today's financial services?
How else can it be used at a credit union?
What advice do you have for other credit unions looking to something similar?
Check it out and let us know your thoughts.
Mike Lawson, Host
Married to a beautiful and wonderful wife, raising 5 kiddos (including twins!), enjoy helping others tell their stories, and love surfing SoCal waves. Keep it simple.