Millenials Now Trust Fintechs as Much as Banks
The Financial Brand
Bankers as Buyers 2021
William Mills Agency
Credit Union Tech
CUtoday
Digital Banking Not Enough
to Retain Credit Union Members: Study
Credit Union Journal
How much should Chase’s new kids’
account concern credit unions?
American Banker
The Best of Both Worlds: Weaving
the Digital to Grow
Banking Exchange
ESG Investing: Big Banks' Money
Laundering Problem
U.S. News & World Report
Millennials and Gen Z Demand Digital Investing Tools
The Financial Brand
Why CU Members' Children Bank Elsewhere
CUbroadcast
Survey Shows Credit Union Kids Want to Bank Elsewhere
Credit Union Times
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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Banking: Season of Possibilities (The Bankadelic Endless Summer Special)
It's going to be a hot season of opportunities with the latest trends in the fintech world, so check out the Bankadelic podcast, packed with experts discussing payments, industry changes, and requests. Tune in for a panoramic view of what's happening in the digital banking industry. |
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Seaboard Federal Credit Union Selects Access Softek Robo-Advisor, EasyVest™
Berkeley, Calif., August 10, 2021 – Access Softek, Inc., an omnichannel digital banking provider, announced that Seaboard Federal Credit Union ($181 million in assets), has selected EasyVest, Access Softek’s integrated robo-advisor solution, to provide automated investing solutions to members. |
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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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