CU 2.0: Why You Need a Robo-Advisor
Did you know that machines can sometimes pick stocks better than a human? It's time for your credit union to augment your investment services by using the new robo-advisor service from Access Softek, a 36 year-old Berkeley, CA-based fintech that offers omnichannel banking to hundreds of FIs.
In this podcast, Access Softek founder and CEO Chris Doner discusses how to use robo-advisors alongside self-directed brokerage tools in your credit union's investment toolkit. Learn how easy it can be to provide a suite of investment options that cover all your members, from those who want to have their investments completely automated, to those who want total control over their investments.