WEBINAR REPLAY

Unifimoney presents:
"The opportunity and need for digital wealth management for Credit Unions"
Webinar took place on Wednesday, October 30, 10:00 - 11:00 a.m. (PST)

Technology has brought investing to the mass market and created an enormous opportunity for community banks and credit unions to seamlessly extend their customer/member experience and value proposition within online banking.

Learn about how digital wealth management platform can upgrade your account holder experience, help attract and defend deposits and deliver a holistic financial wellness solution. 

Discussion and AMA (Ask Me Anything) with leaders from LPL Financial, Vanguard, Apex Fintech Solutions, Credit Unions on the opportunity for digital wealth management and Financial Institutions of all sizes. Hear about their experience with deploying digital wealth management and on the impact and future of technology of investing. Go beyond banking.

Speakers:

• Kabir Sethi - Former Chief Product Officer at LPL Financial 
• Daniel Wallick - Former Vanguard Executive
• John Symcox - Former Wealth Advisor and Chief Innovation Officer FFB
• Dave Sikora - Chairman of the TDECU Board of Directors

Brought to you by...

Digital Wealth Management for Community Banks and Credit Unions. Unifimoney's self-directed investment platform integrates seamlessly into your existing digital banking platform. We enable community financial institutions to extend their value proposition attracting new account holders and deposits and increasing engagement with existing ones. Unifimoney is an SEC registered investment advisor.

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