FusionIQ, a pioneer in cloud-based wealth management solutions, and Kinecta Federal Credit Union, renowned for its member-centric financial services, are partnering with to enhance digital offerings.
The partnership aims to integrate FusionIQ’s digital wealth platform with Kinecta’s services. This collaboration is focused on retaining and growing Kinecta’s membership base by offering advanced investing solutions.
FusionIQ specializes in providing digital wealth management solutions to financial institutions. Their FusionIQ One platform is designed to be a comprehensive tool for banks and credit unions, enabling them to offer a mix of hybrid digital advice and self-directed investing options. Kinecta Federal Credit Union, on the other hand, is a member-focused financial organization that seeks to empower its members with innovative financial solutions, now looking to expand its digital services through this partnership.
FusionIQ’s end-to-end technology will allow Kinecta to offer a full investing experience on a single platform. This includes options for hybrid digital advice and self-directed investing, catering to a digitally savvy demographic. The partnership represents a strategic move to enhance member services and embrace digital transformation in the credit union space.
FusionIQ CEO Mark Healy said, “Our focus is on helping our clients become digital wealth leaders. This partnership is another victory for the credit union space at a time when more credit union members are asking their institutions to keep pace with their digital investing preferences.
“Some of the largest credit unions and banks already are strategically aligned with FusionIQ – using our white-label technology to deliver an experience that leads to greater advisor-client engagement and higher levels of member retention. We look forward to the future of the industry, defined by increased investment revenue and diversification as the democratization of investing builds stronger institutions.”
