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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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?
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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. |
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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. |
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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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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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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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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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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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