InvestiFi

Bring Investing Inside

InvestiFi’s self-directed investment solution integrates seamlessly into your existing digital banking platform to attract new Account Holders and expand your relationship with existing ones.

InvestiFi

Accelerator Investments
The InvestiFi Q2 integration is the only self-directed investing platform allowing members to buy, sell, and trade directly from their accounts, within the digital banking experience. This reduces asset outflow by reinvesting sell proceeds back into Members' accounts. By offering self-directed investing, your financial institution can boost account holder retention and attract new members with expanded investment options, including stocks, options, bonds, ETFs, and cryptocurrencies.

Features & Benefits

Deposit Retention

Keep Account Holder relationships and funds within your ecosystem.

Member Attraction and Retention

InvestiFi’s self-directed investment 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

Generate non-interest income by charging Crypto/Securities Transaction Fees and Assets Under Management Fees.

Expanded Offerings

Give Account Holders access to investing tools and education. Trades happen to and from your Account Holder's deposit accounts providing instant liquidity for buys and instant deposits on sells.

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