No hassles. No BS. Easy to implement, proven digital solutions for Credit Unions.
Whether it’s hybrid digital advice or self-directed investing, FusionIQ brings them both together in a single investor journey for banks. Give your members the digital investing experience they want in a white labeled platform that helps you build your brand.
Solutions / Credit Unions
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
FusionIQ integrates with many of the largest and most trusted custodians
Become a Digital Leader
Credit Unions are facing pressure to deliver digital services to their members.
Many credit unions are seeing significant ACH outflows to D2C digital investing platforms. At the same time, a digital demographic is requesting a better experience on the device of their choice. Credit unions are looking to digital wealth partners who can help them deliver the solutions necessary to retain and attract members.
FusionIQ makes it easy for credit unions to implement new investment services for their members with FIQ Journey. Join other leading credit unions who are realizing profitable organic growth with our digital solutions.
FIQ Journey
Whether your goal is attracting and retaining members, providing your members with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing digital advice for your mass affluent and digital first members, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.
Winning
the Digital Game
Winning
the Digital Game
America's Best All-in-one Platform
FusionIQ Declared Winner at 2024 Banking Tech Awards USA.
Goals-based Investing
Helping members focus investing on life goals lets you deepen relationships. From goal identification during onboarding to an innovative goals calculator and a status tracker on the member dashboard, you create better financial outcomes.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.
Mobile App
Whether it’s using our mobile app, or integrating our solution into yours, we deliver the mobile experience your members want.
Streamlined Digital Compliance
Our compliance friendly platform delivers AML, KYC, and CIP tracking.
Seamless Integration of Back-Office Services
From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.
Notifications & Alerts
FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
Credit union managing $9.4B empowers clients with DIY investing
FusionIQ appoints former Fidelity leader as senior strategic advisor
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
FusionIQ Partners With Avantis Investors For Advisor Access To Funds Lineup
An award-winning digital wealth management platform
Best Digital Solution Provider – WealthTech FinTech Futures Banking Awards 2024
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Best Wealth Management Solution 2024 Global BankTech Awards
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Double Finalist 2024 ThinkAdvisor Luminaries Awards
Teams and Branch Management
From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
CRM Integrations
FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.
Additional Investment Journeys
We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.
