Solution introduction

Your account holders are already investing on third-party apps

InvestiFi brings that activity back inside your digital banking experience, powered by InvestiFi Securities, our registered broker-dealer that handles broker-dealer compliance so your FI can focus on banking

Our self-directed securities investing solution gives your Account Holders the ability to buy and sell 6500+ stocks and ETFs to begin or expand their investment portfolio, directly from their checking account Using our securities offering, you can:

  • Entice and engage everyone from beginners to seasoned investors with fractional investing for as little as $1
  • Curb deposit outflows by providing access to an investing experience many of your Account Holders already use through external investing apps
  • Support positive growth through our unique funds flow that deposits the proceeds of an asset sale – or dividends paid – directly back into the Account Holder’s checking account
  • Enhance your Account Holder’s investing journey with robust educational resources from directly within the online banking experience
  • Attract new Account Holders, particularly younger investors, by  empowering investing directly from checking, enabling these investors to always be ready to seize a market opportunity

 

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