Through a new partnership and exclusive corporate credit union agreement, Corporate One Federal Credit Union will offer Access Softek’s EasyVest, a robo-advisor investment solution that seamlessly integrates with any credit union’s online and mobile banking platform, to credit unions nationwide. Access Softek, Inc., a digital banking platform provider, launched EasyVest as the first robo-advisor that is native to credit union mobile banking apps, enabling institutions to retain members by offering low-cost investment services.
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@CorporateOneFCU offers @AccessSoftek’s EasyVest #roboadvisor to bring digital #investment tools to #creditunions
Through this agreement, Corporate One, with a deep understanding of what credit unions need, provides an important seal of approval and will offer EasyVest to the nearly 800 credit unions in its network. EasyVest provides credit unions a low-cost tool to better compete with national banks and fintechs by offering a new way to attract and retain consumers and provide a new, fully compliant, no-investment risk revenue stream. This tool will also complement and grow existing wealth management programs.
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“The vast majority of credit union members must utilize outside financial services organizations if they want to invest in the market, and EasyVest provides a simple way for the 1.4 trillion dollar credit union market and its 100 million members to tap into the $73 trillion investment market,” said Chris Doner, founder and CEO of Access Softek. “Working with Corporate One, we are able to bring this solution to hundreds of credit unions across the nation, representing millions of members who are seeking an easy, low-cost way to begin investing for their future.”
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