WEBINAR REPLAY

InvestiFi presents:
"2025 Digital Investing Roadmap: Best Practices for Keeping Deposits in Your Credit Union"
Tuesday, January 28, 11:00 a.m. (PST)/2:00 p.m. (EST)

As the digital investing space heats up, many credit unions are considering bringing digital investing inside of their online banking experience as an additional offering to their members. As they navigate this new solution, what key concerns should they keep top of mind as they select a partner and bring this to their members? What benefits, potential pitfalls and opportunities should be top of mind for credit unions starting on this journey?

Join Ethan Silver, Fintech / Crypto and Broker-Dealer Advisor, as well as Partner at Lowenstein Sandler, and Todd Clark, Fintech expert and former CEO for Co-op Solutions, for a unique discussion with these seasoned thought leaders about which criteria are most important when choosing to bring investing inside.

Speakers:
Ethan Silver:
Ethan L. Silver is Chair of the FinTech and Broker-Dealer Practices and Co-Chair of the Crypto practice at Lowenstein Sandler. Ethan is a recognized leader in the representation of regulated fintech companies, focused on advising broker-dealers, crypto-focused businesses and robo-advisers in how to structure and operate their business and launch cutting edge products, as well as defending these companies against regulators’ examinations, enforcement investigations and other compliance matters.  

Todd Clark:
Throughout his career, Todd Clark has specialized in identifying technology gaps in the market and determining how emerging technology will fill those gaps, all with the aim of uncovering efficiencies for financial institutions.

Clark’s journey as President/CEO at Co-op Solutions, which began in 2016, is a testament to his visionary leadership. Under his guidance, the company evolved into the credit union industry’s premier partner for payments and financial technology. Today, the company’s dynamic ecosystem of solutions continues to inspire credit success well into the future.

Prior to his tenure at Co-op, Clark’s entrepreneurial spirit led him to co-found a start-up company called Core Data. This venture, which was later acquired by Concord EFS and merged with First Data, became the second-largest ATM processor in the United States. His diverse experiences include executive roles at Cardtronics, Inc., and Feedzai, further highlighting his dynamic and innovative approach to the financial industry.

REGISTER TODAY!

Brought to you by...

InvestiFi, Inc. is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience.

​At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.

HOSTED BY