If credit unions want to retain membership in today’s competitive digital age, they need to offer access to digital investing. However, some investors prefer to be guided by an advisor, while others seek to embark on a self-directed financial journey. Providing investing options for both preferences is game-changing.
Sharing a vision to democratize financial advice for everyone, FusionIQ and Copper Financial have entered into a partnership to provide a platform for a fully digital, friction-free approach to investing, which will become available to hundreds of thousands of credit union members once finalized.
Watch our on-demand webinar to learn how FusionIQ, together with Apex Fintech Solutions, are powering a revolutionary, comprehensive investing experience for advisors and credit union members.