Digital Banking Not Enough
to Retain Credit Union Members: Study
Credit Union Journal
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
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Corporate One FCU Offers Access Softek’s EasyVest Robo-Advisor
Berkeley, Calif., July 30, 2020 – 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. |
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Survey: 60% of Credit Union Members’ Children Choose to Bank at a Different Institution
Berkeley, Calif., June 16, 2020 – Access Softek, Inc., an online and mobile banking software provider, surveyed more than 500 credit union members over the age of 65 that have adult children in order to understand how credit union membership changes generationally and the role family plays in that change. |
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DriveWealth, Access Softek Bring Stock Investing to CUs and Banks
Today we are announcing an exciting new partnership with DriveWealth, LLC, a U.S. based leader in global digital trading technology. Through the partnership, DriveWealth will integrate with our new investing app, EasyVest™, which will be distributed via banks and credit unions, and will provide trade execution, clearing, settlement and custody services for the transactions. |
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Access Softek launches EasyVest
BERKELEY, Calif.--(BUSINESS WIRE)--Access Softek, Inc., an online and mobile banking software provider, has launched its EasyVest tool, a robo-advisor that provides the services of a personal investment advisor via automation. EasyVest is the first robo-advisor designed to seamlessly integrate with any bank or credit union online and mobile banking platform. This automation brings community institutions a tool to tap into the $73 trillion investment market and provide wealth-building services traditionally dominated by investment firms, fintechs and national banks. |
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