Features & Benefits
Improve product offering
Make your investment offering more extensive, by offering low threshold investment option where your clients can start investing from only $10.
End-to-end investment solution
Regulatory compliance (SEC/FINRA registrations), tax reporting, portfolio management and execution management are all takes care of by Eko. This means you can offer a world-class investment product without having to build anything or hire anyone.
Increase clients stickiness
Offering digital investments, your clients will log in on average 4x as often - increasing the number of touchpoints with your clients.
Convert more clients to invest with you
Convert 12% of your clients/members to invest with you. This compared to <1% if you only offer investments via a financial advisor or CDs.
Attract younger clients
Attract younger clients by offering a next-generation investment product on your existing digital platform.
Increase deposits
The funding of investment accounts can be easily done via any 3rd party bank, while withdrawals automatically go into a bank account of the financial institution.
Increase revenue
Create additional revenue of on average $40k/year per 10,000 clients/members by charging your clients to invest with you.