Written by the InvestiFi team following the April 2025 Forum, this recap distills key takeaways around broadening the member experience, attracting younger audiences, catering to those who don’t meet traditional wealth management thresholds, and data & analytics. A must-read for credit union leaders gearing up for innovation in 2025 and beyond.

SouthPoint Financial Credit Union partners with InvestiFi to offer digital investing to its members
The Minnesota credit union is set to integrate InvestiFi’s digital investing solution to enable its members to invest directly from their checking accounts.

