<ul><li>Banks, especially small banks such as credit unions and community banks, risk losing account holders to investing platforms.</li><li>InvestiFi President, Todd Clark, believes that credit unions must offer digital investing solutions to retain Gen Z customers.</li><li>By providing a seamless continuum between checking and investment accounts, along with financial literacy education, banks can expand their financial services ecosystems.</li><li>InvestiFi offers a white-label platform to banks, allowing them to offer digital investing solutions and keep customer funds in-house.</li></ul>

InvestiFi President: Credit Unions Must Offer Digital Investing to Retain Gen Z

Discover more