We’ll be attending the premier digital banking conference for banks and credit unions in Nashville, March 30, 2025. Stop by to see Justin R. and Chuck Hayes at Booth #128. They'll be showing off the latest updates to our investment platform as a service. If you’re interested in offering your customers investing options directly from your dashboard, leveraging your existing Alkami digital banking platform, make sure to come see us. https://lnkd.in/gYMQ9y3A #alkami #alkamicolab #investmentplatformasaservice
Unifimoney Tech
金融服务
San Francisco，CA 2,512 位关注者
Go beyond banking with Unifimoney's embedded digital wealth management solution.
关于我们
Digital Wealth Management for Community Banks and Credit Unions. Unifimoney's self-directed investment platform integrates seamlessly into your existing digital banking platform. We enable community financial institutions to extend their value proposition attracting new account holders and deposits and increasing engagement with existing ones. Unifimoney is an SEC registered investment advisor. Disclosure: This material is for informational purposes only and does not constitute investment advice or a recommendation of any investment strategy. This material is not to be substituted for personalized investment advice. It is solely your responsibility to conduct independent due diligence and determine whether to take any investment actions or to enter into any investment advisory agreement. The contents herein reflect the opinions of the author, which are subject to change without notice. Information contained herein may be derived from third parties and therefore we cannot guarantee the accuracy or completeness of such information. Please take note that “Likes” and other similar features do not constitute testimonials or endorsements by Unifimoney, similarly engagement with Unifimoney’s content should not be seen as a testimonial or endorsement.
- 网站
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https://www.unifimoney.com
Unifimoney Tech的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- San Francisco，CA
- 类型
- 私人持股
- 创立
- 2019
- 领域
- Wealthmanagement、Personalfinance、investing、fintech、Payments、Banking、Financialservices和Wealthtech
地点
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主要
获取路线
US，CA，San Francisco，94941
Unifimoney Tech员工
动态
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Those looking for excitement in the stock market have nothing to complain about recently. But those wishing for less drama (with better results) should consider passive investing, according to this Yahoo Finance article. While investing in market-tracking index mutual funds, known as passive investing, gets labeled boring, the truth is index funds routinely clobber funds actively managed by professional stock pickers. https://lnkd.in/gMatf89U Maybe get your adrenaline rush elsewhere?
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A quick recap of the Webinar we hosted on why investing is such a critical component for #creditunions informed by our Advisory Board members and Mike Lawson. Attracting younger more digital consumers, driving engagement and competing with compelling bundled offerings from #Fintech and Big Brand Banks and Investing platforms requires Community Financial Institutions to offer more than banking. Unifimoney Tech QOBZ LLC is the only investment platform designed for Community Financial Institutions and Wealth Advisors that offers traditional securities, #preciousmetals and #crypto giving your institution the competitive advantage you need. #banking #banks #digitalbanking #wealthtech #investing #bitcoin Alkami Technology https://lnkd.in/gnkB7hTm
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Here is a brief highlight from our recent Webinar on Credit Unions and digital investing. Link to full video in the comments #financialservices #communitybanks #digitalbanking #creditunions
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With thanks to Mike Lawson Kabir Sethi John Symcox Daniel W. Wallick and David Sikora for a fabulous discussion on the drivers for #creditunions in the adoption of digital investing. If you missed it you can watch it here https://lnkd.in/gnkB7hTm #wealthtech #financialinclusion #finanicalservices #digitalbanking #investing
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Please join us for this exclusive event this Wednesday. Register now!
I met Mike Lawson at the Corelation, Inc. annual client meeting a few years ago, I had been invited to speak about #creditunions and #crypto - we were at the hight of the Nydig bubble with community FI's trying to figure out the opportunity underneath the narrative. We ran into each other at other conferences and partnering with Mike was the obvious choice to work together when the opportunity to host a panel of senior executives to discuss the role of digital wealth management and Credit Unions emerged. I was thrilled when Mike agreed and the live webinar is this Wednesday - we have former execs from LPL Financial, Merrill Lynch, Vanguard and current execs from a Credit Unions and a #communitybank. If you are a Credit Union thinking about how to grow and retain deposits, attract younger generations, increase digital engagement and develop non-interest revenue this webinar is for you. The webinar is live and you can ask questions - its a unique group brought together to explore the role of investing in securing and growing the future for credit unions. I hope to see you there! #financialwellness #finanicalinclusion #finanicalservices #personalfinance #wealthtech #investing #money Q2 Bankjoy Lumin Digital Fiserv Alkami Technology https://lnkd.in/gmFET6Ss
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Don't forget to register for Unifimoney Tech QOBZ LLC's upcoming webinar "The opportunity and need for digital wealth management for #CreditUnions" on Wed., Oct. 30 #fintech #financialservices ... https://lnkd.in/gqiDZVaF
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Are you a #creditunion and want to help your members achieve and maintain financial wellness? Join us for an exclusive online panel discussion led by Mike Lawson of CU Broadcast where industry experts will explore how Credit Unions can harness digital wealth management to transform member experience, attract new deposits and retain existing ones, and deliver holistic financial wellness. What you’ll learn: ?? How the investing market has changed in the last 10 years and become a true mass market especially for younger generations ?? How Big Brand Banks, Investment companies and Fintechs have exploited this mass behavioral change ?? The opportunity for Credit Unions to harness the growth in self directed investing to help their members and their business ?? How integrating digital wealth management can upgrade your account holder experience Ways to defend and grow deposits in today’s competitive environment This panel will feature an AMA (Ask Me Anything) session with leaders including from?LPL Financial,?Vanguard and TDECU?providing real-world insights on the opportunity in embedding digital wealth management platforms at financial institutions of all sizes. Featured Speakers: Kabir Sethi?– Former Chief Product Officer, LPL Financial Daniel W. Wallick?– Former Principal Vanguard Investment Strategy Group David Sikora?- Chairman of The Board TDECU John Symcox?– Former Wealth Advisor and Chief Innovation Officer, FFB Don’t miss out on this opportunity to learn from the best in the industry and discover how your credit union can go beyond banking by offering innovative wealth management solutions. Reserve your spot today! 30th Oct 10am PST register in the link in the comments. #financialservices #wealthtech #invest #bankinnovation #digitalbanking #financialwellness #financialinclusion Q2 Bankjoy Alkami Technology Jack Henry Lumin Digital
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Great event at Jack Henry Connect - meeting with partners, clients and prospective clients. Thanks to our friendly neighbors Constellation Digital Partners and key partners Q2 and Alkami Technology as well as Banno from Jack Henry of course. Booth 1239 #financialinclusion #financialwellness #digitalbanking #Financialservices #creditunions #wealthtech
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Come and meet ??Ben Soppitt and Justin R. in Phoenix next week.
The Unifimoney Tech QOBZ LLC team will be at Jack Henry Connect next week in Phoenix. Looking forward to meeting some of the most innovative #communitybanks and #creditunions in the market as well as current and future technology, product and go to market partners. Please drop by our booth or contact me or Justin R. if you would like to set up time to chat. #financialservices #financialinclusion #fintech #investing #wealthtech #wealthmanagement #money #banks #banking #onlinebanking #digitalbanking
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