About InvestiFi, Inc.
InvestiFi 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.
Resources
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Wednesday, December 11, 2024 InvestiFi, Inc.
Serving the Underserved Investor: How Community Financial Institutions Can Bring Investing Inside To Win
Understanding digital investing behavior is key to knowing what your members want and need in that experience – and why.