Robo-Advisors: A Key to Keeping the Community Bank Alive and Thriving

Robo-Advisors: A Key to Keeping the Community Bank Alive and Thriving

Approximately $30-to-$40 trillion in assets are expected to transfer from the Baby Boomer generation to their children and grandchildren in the next two decades. This wealth transfer has the potential to fundamentally change the way community banks conduct business and serve their customers. What is happening?

 

Mountain America Credit Union Selects Access Softek Robo-Advisor, EasyVest TM - Robo-Advisor Now Available to Over 2 Million Combined End-Users

Mountain America Credit Union Selects Access Softek Robo-Advisor, EasyVest TM - Robo-Advisor Now Available to Over 2 Million Combined End-Users

Berkeley, Calif., April 13, 2021 – Access Softek, Inc., an omnichannel digital banking provider, announced that Mountain America Credit Union (MACU), $12 billion in assets, has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members.

FAIRWINDS Credit Union Selects Access Softek’s EasyVest Robo-Advisor to Help Members Build Wealth

FAIRWINDS Credit Union Selects Access Softek’s EasyVest Robo-Advisor to Help Members Build Wealth

Berkeley, Calif., March 16, 2021 – Access Softek, Inc., an omnichannel digital banking platform provider, announced that FAIRWINDS Credit Union has selected its EasyVestTM robo-advisor solution to bring digital investing options to the more than 200,000 members it serves.

ELGA Credit Union Chooses Access Softek’s EasyVest Robo-Advisor

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.

Wings Financial CU Selects Access Softek’s EasyVest Robo-Advisor

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.

First Service Credit Union Goes Live with Array of Access Softek Digital Banking Products to Improve Digital Experience

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.

Wealth Management for Credit Unions: What it is & What it Could Be

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.

Corporate One FCU Offers Access Softek’s EasyVest Robo-Advisor

Corporate One FCU Offers Access Softek’s EasyVest Robo-Advisor

Berkeley, Calif., July 30, 2020Through 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. 

Survey: 60% of Credit Union Members’ Children Choose to Bank at a Different Institution

Survey: 60% of Credit Union Members’ Children Choose to Bank at a Different Institution

Berkeley, Calif., June 16, 2020Access 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. 

DriveWealth, Access Softek Bring Stock Investing to CUs and Banks

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.