WEBINAR REPLAY

InvestiFi presents:
"Innovation in Action: Doing Right by Your Members by Pushing the Envelope"
Webinar occurred on Wednesday, December 18, 10:30 a.m. (PST)/1:30 p.m. (EST)

Credit Unions hold a unique position in the financial services space by not only being mission driven and member focused, but by also being the only financial institutions to offer all investing options available on the market today.

Using innovation as a key driver in strategy - not just a buzzword - allows Credit Unions to provide more for their members in building financial stability and wealth.

Attendees learned from key leaders at Credit Unions who are leading the way to deliver more to their members through innovative functionality and services.

Speakers:

• Barbara Appold, Chief Executive Officer at United Financial Credit Union based out of Bay City, Michigan
• Eric Hillaire, Chief Digital Officer at WeStreet Credit Union based out of Tulsa, Oklahoma

InvestiFi CEO, Kian Sarreshteh joined the webinar to share some of the recent research InvestiFi has completed that complements the story both Barb and Eric will be sharing. 

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.

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