InvestiFi

Bring Investing Inside

InvestiFi’s digital investing solution integrates seamlessly into your existing digital banking platform to attract new Account Holders and expand your relationship with existing ones.
Through the Q2 integration, InvestiFi’s digital investing platform allows Account Holders to buy and sell stocks, ETFs, and more directly from their checking accounts, within the digital banking experience that they already know and trust - yours!

Features & Benefits

Reduced Asset Outflows

Delivering digital investing to your Account Holders from within your online banking experience helps reduce asset outflows and brings deposits back in house that previously went to third party investing apps like Robinhood and Sofi.

Member Attraction and Retention

InvestiFi’s digital investing solution integrates seamlessly into your existing digital banking platform to attract new Account Holders and expand your relationship with existing ones. Don’t lose Account Holders’ funds and loyalty to FinTechs and external exchanges when you can give them the tools to build their financial future through an app they already use — yours.

Increased Revenue

Adding digital investing to your current offering allows you to turn on new revenue streams through our Guided Investing solution. Keep 100% of the AUM fees or retain 100% of transaction fees on cryptocurrency with our crypto trading solution.

Expanded Offerings

Give Account Holders access to investing tools and education, while keeping their deposits in house. InvestiFi's unique funds flow allows for trading directly from Account Holders' deposit accounts.