Empowering Credit Unions with a Competitive, Future-Focused Digital Experience

As credit union members increasingly demand robust digital experiences that mimic the intuitive e-commerce functionality to which they’ve grown accustomed, they expect the same from their investing experiences.

FusionIQ offers a streamlined digital user experience on a single platform, with fractional share capabilities via an existing custodial relationship–saving you time and costs.

See what the future of digital delivery looks like.

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Copper Financial and FusionIQ Form Strategic Partnership to Democratize Wealth Management

FusionIQ and Copper Financial’s integration empowers CommunityAmerica’s 280,000+ credit union members with access to FusionIQ’s digital investing platform via a single online banking portal.

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It’s Time to Rethink Traditional Wealth Management Processes

Today’s investor doesn’t want to sit in an office or fill out mountains of paperwork to get an account open and funded. In our age of connectivity and instant gratification, traditional wealth management processes—antiquated, inefficient and siloed—simply aren’t good enough.

As direct-to-consumer investing platforms attract the attention of a digital-first generation, provide a more robust and comprehensive investing experience for advisors and credit union members through FusionIQ.

“No one else is doing what FusionIQ is doing. The dual path they’ve built allows investors to embark on an advisor guided or self-directed investment journey, which empowers CommunityAmerica and our credit union partners to compete with both robo advisors and mobile trading apps. We see it as the next step in giving investors the tools and the autonomy they want to manage their own financial lives, but with the option for professional guidance.”

Justin Steitz, Copper Financial’s Chief Operating Officer

Discover Streamlined Investing From an Online Banking Portal

Digital is no longer a differentiator for your firm. Providing a second-to-none client experience with technology that empowers end-to-end personalized investing is the necessary next step in our industry’s digital transformation. See how you can go beyond digital now to offer a digital next experience to your clients.

Find Out How FusionIQ Can Help Your Credit Union Thrive

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