Bankers as Buyers 2021
William Mills Agency
Credit Union Tech Priorities in 2021
CUtoday
Digital Banking Not Enough
to Retain Credit Union Members: Study
Credit Union Journal
The Best of Both Worlds: Weaving
the Personal into the Digital to Grow
Banking Exchange
A ‘Shocking’ Finding: 40% of CU
Members Prefer Their Adult Children Do Business Elsewhere
CUtoday
Market Guide for Digital Banking Multichannel Solutions
Gartner
Omnichannel Account Opening Has Appeal Across Generations
BAI
Corporate One in Partnership to Offer Robo-Advisor Investment Solution
CUtoday
Millennials and Gen Z Demand Digital Investing Tools
The Financial Brand
Why CU Members' Children Bank Elsewhere
CUbroadcast
Community Financial CU Selects Access Softek's Orpheus Online Banking
MarketScreener
Survey Shows Credit Union Kids Want to Bank Elsewhere
Credit Union Times
#2164: Why Sno Falls Credit Union Implemented a Robo-Advisor
CUbroadcast
nCino Drives Digital Banking in Sweden; Access Softek Unveils Roboadvisory Tool
Finovate
Sno Falls CU Takes On Startups with Robo-Advisor
Bank Innovation
DriveWealth Strikes Deal To Power Online Banking Roboadvisor EasyVest
Financial Advisor
150 Financial Institutions Select
Access Softek’s OFX Server
Global Banking & Finance Review
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ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor
Berkeley, Calif., February 9, 2021 – Access Softek, Inc., an omnichannel digital banking platform provider, announced that ELGA Credit Union will now offer its EasyVest robo-advisor in order to make investing easier for the more than 76,000 members the credit union serves. |
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Fintech Veteran Brett R. Walker Joins Access Softek to Lead Growth Initiative
Berkeley, Calif., January 26, 2021 – Access Softek, an omnichannel digital banking platform provider, is expanding its team with the addition of Brett R. Walker as Director of Emerging Markets. |
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U.S. Eagle Federal Credit Union and Crane Credit Union Sign for Access Softek’s Real-Time Fraud Control to Keep Members Safe
Berkeley, Calif., January 26, 2021 – Access Softek, an omnichannel digital banking platform provider, announced that both U.S. Eagle Federal Credit Union and Crane Credit Union have signed on for its Real-Time Fraud Control solution to enhance digital security for members and the institutions. |
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Wings Financial CU Selects Access Softek’s Video Chat to Add Personal Element to Digital Interactions
Berkeley, Calif., January 13, 2021 – Apple Valley, Minn.-based Wings Financial Credit Union ($6.5 billion in assets) will now offer Access Softek’s Video Chat to its members to provide a more personal touch to digital interactions. |
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Wings Financial CU Selects Access Softek’s EasyVest Robo-Advisor
Berkeley, Calif., January 6, 2021 – Wings Financial Credit Union ($6.5 billion in assets) will now offer Access Softek’s EasyVest robo-advisor investing solution to its more than 300,000 members to make investing simpler and more accessible. |
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Access Softek and Santa Claus Announce Technology Partnership
The North Pole, December 23, 2020 – Access Softek and Santa Claus announce a partnership that safely and innovatively allows children to visit with Santa this holiday season. Santa Claus, working with credit unions who have the latest in video chat technology, will be able to hear youngsters convey their Christmas wish list (despite sometimes questionable behavior) while maintaining CDC health and safety standards. |
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Access Softek Teams Up with Ondot Systems to Provide Engaging Digital Card Services to Banks and Credit Unions
Berkeley, Calif., December 15, 2020 – Access Softek, Inc., an omnichannel digital banking platform provider, announced it has partnered with Ondot Systems (San Jose, Calif.) to bring Card App’s engaging digital card services to financial institutions via Access Softek’s digital banking platform as a reseller. |
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First Service Credit Union Goes Live with Array of Access Softek Digital Banking Products to Improve Digital Experience
Berkeley, Calif., November 30, 2020 – In keeping with its mission of providing financial services that enhance members’ lives, Houston-based First Service Credit Union ($793 million in assets) selected and implemented omnichannel digital banking platform provider Access Softek’s suite of digital banking solutions. The solution suite aims to bring the next generation digital banking services to the credit union’s 66,000 members. |
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150 Financial Institutions Select Access Softek’s Open Financial Exchange (OFX) Server
Berkeley, Calif., November 18, 2020 – Access Softek, Inc., an omnichannel digital banking platform provider, signed its 150th financial institution customer to its Open Financial Exchange (OFX) Server. OFX makes it possible for small and medium size financial institutions to connect directly with their small and medium business (SMB) customers and members who use Intuit’s QuickBooks. |
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Wealth Management for Credit Unions: What it is & What it Could Be
Who are a credit unions’ most valuable members? Typically, it is those who hold multiple accounts, including savings, loans and investment accounts, as those are the members who have a strong relationship with the credit union and value it as their primary financial institution. Members who invest in a credit union are particularly important because they are also the most loyal. |
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