Kian Sarreshteh, CEO of InvestiFi, contributed to an article in Fintech Times that examines the role of robo-advisors in financial planning. He highlighted that despite robo-advisors’ cost-efficiency and accessibility, the lack of human touch, especially for considerable assets or retirement planning, means they won’t fully replace human advisors. Sarreshteh suggests a complementary role, enhancing traditional advising with robo-advisory capabilities.
Maximizing your credit union’s marketing with digital investment services
In an article authored by Kian Sarreshteh, CEO of InvestiFi, digital investment services are highlighted as critical for credit unions aiming to enhance their marketing efforts. By bringing investing inside like cryptocurrency and securities trading, credit unions can attract a diverse membership, utilize data for personalized marketing, and leverage social media, significantly boosting member satisfaction and engagement.
