As digital transformation reshapes the financial services industry, consumers increasingly seek easy, affordable, and transparent access to investing options. While external investing apps have made significant strides in this area, traditional financial institutions – particularly credit unions (CUs) – are uniquely positioned to lead the charge in offering digital investing solutions from within the online banking experience your members already know and trust - yours.
This resource provides insights to credit unions on why you should offer digital investing solutions directly to your members. We highlight key reasons such as:
- the increasing demand for these services,
- many members already using third-party apps,
- and the revenue loss that results when credit unions fail to offer such services.
Without digital investing options, CUs are missing out on potential profits and losing customer engagement as funds are being locked in external platforms.
Download this report to learn more about:
- How often investors are moving money to external investing apps and how many NEVER move money back.
- How different generations are investing and which additional products they’re using through those external investing apps.
- Which educational resources investors are using to make decisions - and why this is an opportunity for credit unions.
- How to use all of this information to bring investors - and their deposits - back to your credit union.
Complete the form to download these exclusive insights now!
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