150 Financial Institutions Select Access Softek’s Open Financial Exchange (OFX) Server

150 Financial Institutions Select Access Softek’s Open Financial Exchange (OFX) Server

Berkeley, Calif., November 18, 2020 – Access Softek, Inc., an omnichannel digital banking platform provider, signed its 150th financial institution customer to its Open Financial Exchange (OFX) Server. OFX makes it possible for small and medium size financial institutions to connect directly with their small and medium business (SMB) customers and members who use Intuit’s QuickBooks.


DuTrac Community CU Selects Array of Access Softek Digital Banking Solutions

DuTrac Community CU Selects Array of Access Softek Digital Banking Solutions

Berkeley, Calif., October 27, 2020 – Access Softek, Inc., a digital banking platform provider, announced that Dubuque, Iowa-based DuTrac Community Credit Union ($840M in assets) will offer a wide array of the company’s digital banking solutions to its members.

 

Access Softek’s EasyVest Provides Socially Responsible Investing Portfolios

Access Softek’s EasyVest Provides Socially Responsible Investing Portfolios

Berkeley, Calif., October 15, 2020 – Access Softek, Inc., an omnichannel digital banking platform provider, announced that its EasyVest robo-advisor solution will now allow users to choose portfolios that promote environmental sustainability, social/corporate accountability and responsible governance (ESG), to align their investment strategy with personal beliefs.

 

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.