Nearly Half of Consumers Would Consider Investing with Bank or Credit Union if Offered Integrated Investment Accounts

Nearly Half of Consumers Would Consider Investing with Bank or Credit Union if Offered Integrated Investment Accounts

Berkeley, Calif., September 15, 2020 – A survey from Access Softek, Inc., a digital banking platform provider, found that only eight percent of consumers have investment accounts through their bank or credit union. However, for the remaining group of respondents who had investment accounts elsewhere, 47% said they would consider switching to their bank or credit union if they offered integrated investment accounts.

League of Southeastern Credit Unions Affiliate, LEVERAGE, Signs Agreement to Resell Access Softek Products

League of Southeastern Credit Unions Affiliate, LEVERAGE, Signs Agreement to Resell Access Softek Products

Berkeley, Calif., September 8, 2020 – Access Softek, Inc., an omnichannel digital banking platform provider, has established a reseller agreement with LEVERAGE, the for-profit affiliate of the League of Southeastern Credit Unions (LSCU).

ONLY 10% OF CREDIT UNION MEMBERS ENCOURAGE THEIR CHILDREN TO JOIN

ONLY 10% OF CREDIT UNION MEMBERS ENCOURAGE THEIR CHILDREN TO JOIN

Berkeley, Calif., August 18, 2020 – Access Softek, Inc., a digital banking platform provider, surveyed more than 500 credit union members that have adult children in order to expand upon and further understand the results of its previous survey. These new findings present additional areas of opportunity for credit unions to create a strategic difference, especially among families.

Access Commercial Presents Growth Opportunity for Community FIs

Access Commercial Presents Growth Opportunity for Community FIs

Berkeley, Calif., August 13, 2020 – Access Softek, Inc., a digital banking platform provider, has announced its commercial banking platform, Access Commercial, enabling community financial institutions to maintain a presence in the $600 billion commercial banking market.

One in Five CU Members Anticipates Fewer Branch Visits Post-COVID

One in Five CU Members Anticipates Fewer Branch Visits Post-COVID

Berkeley, Calif., August 5, 2020 – Access Softek, Inc., a digital banking platform provider, surveyed more than 500 credit union members to better understand how the COVID-19 pandemic has affected their behavior toward and interactions with their credit union. The survey, conducted by Google Surveys between July 9, 2020 and July 13, 2020, found that more than 20% of members believe their visits to the branch will permanently decrease after the pandemic.

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. 

Community Financial Credit Union Selects Access Softek’s Orpheus Online Banking Platform

Community Financial Credit Union Selects Access Softek’s Orpheus Online Banking Platform

Berkeley, Calif., June 18, 2020 – In order to bring members a seamless user experience across all online and mobile banking channels, Plymouth, Mich.-based Community Financial Credit Union has added Access Softek’s Orpheus online banking platform. 

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.

Access Softek launches EasyVest

Access Softek launches EasyVest

BERKELEY, Calif.--()--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.