InvestiFi

Today is the last day to come see our InvestiFi team members at the Jack Henry Connect 2024 event. Stop by booth #414 to learn more about InvestiFi's mission to help financial institutions bring investing inside. Kian S., James Hutchison, McKenzie Johnson and Jakob Lemke hope to see you there! #InvestiFi #JackHenryConnect #Investing

We are pleased to announce that InvestiFi will be participating in MAXX, hosted by the GoWest Credit Union Association. This event is a great gathering for credit union professionals seeking to explore advancements and share expertise. Join us to network with industry leaders and discover innovative solutions that can enhance your credit union operations. Visit us at booth  #166 to meet our team members – Kian S., James Hutchison, and Alyssa Hoffman. We'll be available to discuss how InvestiFi's solution can help your financial institution deliver new services, attract new account holders and foster financial security for all. Don't miss the opportunity to connect with peers and explore the potential for new partnerships. We look forward to meeting you there! #InvestiFi #MAXX2024 #CreditUnions #FinancialInnovation #Investing

We're incredibly excited to be included in the upcoming Financial Wellness Fintech Showcase at #JHConnect next week in Phoenix! Be sure to stop by Room 224 on Tuesday, October 8th at 2:15pm (local time) to see InvestiFi share more about our brand new securities solution as well as our unique funds flow that helps you retain more deposits and attract new account holders! We'll be joined by equipifi, Spiral, and REGO Payment Architectures, Inc. for a jam-packed session focused on innovation around Financial Wellness! #investtech #investingfromchecking #jhconnect #investing #wealthtech

It's official! InvestiFi's Securities Investment service is live! Our team has done an amazing job of building a seamless, secure experience enabling Community Credit Unions and Banks to offer Account Holders the ability to buy and sell stocks and ETFs directly from their checking accounts, within their current online banking portal. As the only InvestTech solution built to support trading directly from deposit accounts, InvestiFi helps Community Credit Unions and Banks retain more deposits, build stronger relationships with existing Account Holders and attract new ones. Our unique funds flow helps keep more deposits within your current ecosystem, making it a win-win for you and your Account Holders! Check out the details and great feedback from our Board Member Todd Clark and our CEO Kian S. in the press release below. Huge congratulations to our team for making this not just a reality but a massive success! #creditunions #communitybanks #investing #investtech #wealthtech #tradingfromchecking https://lnkd.in/gdbWNR9r

We are proud to share that InvestiFi’s CEO, Kian S., recently shared his wisdom on the evolving landscape of U.S. credit unions in an article published by BAI. Kian’s article dives deep into the pressing trends within the credit union sector— from the urgency of robust digital experiences and the strategic deployment of cybersecurity measures to the impact of rising loan demands and the strategic responses to stiff competition. It's clear that for credit unions to thrive, a focus on innovation, member-centric solutions, and strategic partnerships is vital. Dive in to understand these trends further. Read more of Kian’s article by clicking below. #CreditUnions #FinancialTrends #DigitalTransformation #Investing #Innovation

Excited to be attending Jack Henry Connect and looking forward to meeting everyone there! Come swing by our booth and say hi! #InvestiFi #InvestTech #Innovation #Banks #CreditUnions

We're excited to announce that InvestiFi will be attending the Jack Henry Connect 2024 in Phoenix, Arizona from October 7-10. Stop by booth #414 to speak with Kian S., James Hutchison, Alden Love, McKenzie Johnson and learn about how InvestiFi can help your financial institution bring investing inside. This annual conference brings together financial institutions, fintech providers, and industry experts to discuss the latest trends and innovations in financial services. Don't miss out on this opportunity to connect with InvestiFi and other industry leaders at Jack Henry Connect 2024. We hope to see you there! #InvestiFi #JackHenryConnect #InvestiFi #DigitalWealthManagement

Another great episode - this time with our very own Kian S. sharing his insight on leadership and innovation. Big thank you to Grow Your Credit Union for the opportunity to further showcase InvestiFi's passion for supporting Credit Unions!

Thank you for sharing this Todd Clark! And thank you FINTECH.TV for the opportunity to share our latest research and the InvestiFi story! Our focus on supporting community financial institutions to provide investing to all of their account holders is big news! #investing #creditunions #banking #wealthtech

Another great opportunity to celebrate the power of Credit Unions! Kian S., InvestiFi's CEO will be joining the SRM Tech Talk this week to share insights from our recent market research and talk more about the compelling opportunity Credit Unions have to do more for their members as they bring investing inside the online banking experience. Thank you Larry Pruss for including us! #creditunion #wealthtech #investing