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.

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.