Webinars
Watch our live and recorded webinars where we share the great work our customers and teams are delivering every day.
Check out our recent webinars below!
Recorded on Wednesday, February 19, 2025
Bringing digital investing into your credit union is a powerful step to building stronger relationships with current members and attracting new ones; But choosing the right partner should be about more than just providing a new offering to your members. It should consistently improve and impact the health and wellness of your credit union while also delivering a world-class member experience.
At InvestiFi, we built our digital investing platform specifically to support credit unions and deliver value with every transaction, while engaging members with the educational resources
they need to make informed investing decisions.
Watch the replay of this webinar to learn more about:
- What we’ve built: A powerful digital investing platform that seamlessly integrates into your digital banking provider and enables members to invest directly from checking
- Why we built it that way: Our exclusive, patent-pending funds flow keeps more money in your CU’s ecosystem and provides new revenue streams for even greater ROI
- How we’re expanding the solution: See what’s in development to make our solution even more powerful for you and your members
Recorded on Wednesday, February 12, 2025
Transforming the member experience with digital investing
WeStreet’s success with InvestiFi through Candescent
Watch the Replay Now!
- Explore how this initiative not only enhances the digital investing experience but also helps WeStreet succeed in retaining deposits within the credit union.
- Gain insights into how WeStreet’s adept marketing strategies have played a crucial role in navigating members towards utilizing their crypto investment portal, fostering a culture of smart financial management among its members.
Recorded on Wednesday, February 12, 2025
Bridging the digital divide
The benefits of embracing in-house investing solutions
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Account holders don’t want to abandon their trusted financial institution to begin their investing journey, but they are currently forced to, given their lack of options. While third-party applications offer digital investing opportunities, consumers want simplicity and wish to build their financial future with the secure, reliable and stable banks that they have an existing relationship with.
InvestiFi CEO, Kian Sarreshteh, sat down with Arizent’s VP of Research and Content, Janet King, to talk about why banks should capitalize on their trust advantage and bring digital investing in-house. Topics covered within the session include:
- How banks can keep assets within their ecosystem with a white-label digital investing platform
- Research on account holders use of third-party apps and what this means for banks
- The impact on the customer experience when banks offer in-house investing options
- Why a digital investing partner should be seen as a compliment instead of a competitor
Recorded on Tuesday, January 28, 2025
2025 Digital Investing Roadmap
Best Practices for Keeping Deposits in Your Credit Union
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As the digital investing space heats up, many credit unions are considering bringing digital investing inside of their online banking experience as an additional offering to their members. As they navigate this new solution, what key concerns should they keep top of mind as they select a partner and bring this to their members? What benefits, potential pitfalls and opportunities should be top of mind for credit unions starting on this journey?
Watch Ethan Silver, Fintech / Crypto and Broker-Dealer Advisor, as well as Partner at Lowenstein Sandler, and Todd Clark, Fintech expert and former CEO for Co-op Solutions, for a unique discussion with these seasoned thought leaders about which criteria are most important when choosing to bring investing inside.
Watch learn more from key leaders at Credit Unions who are leading the way to deliver more to their members through innovative functionality and services.
