The opportunity and need for digital wealth management for Credit Unions session recording

Unifimoney Communications

Technology has brought investing to the mass market and created an enormous opportunity for community banks and credit unions to seamlessly extend their customer/member experience and value proposition within online banking. Learn about how digital wealth management platform can upgrade your account holder experience, help attract and defend deposits and deliver a holistic financial wellness solution. Discussion and AMA (Ask Me Anything) with leaders from LPL Financial, Vanguard, Apex Fintech Solutions, Credit Unions on the opportunity for digital wealth management and Financial Institutions of all sizes. Hear about their experience with deploying digital wealth management and on the impact and future of technology of investing. Go beyond banking. Speakers of the session:

  • Kabir Sethi - Former Chief Product Officer at LPL Financial
  • Daniel Wallick - Former Vanguard Executive
  • John Symcox - Former Wealth Advisor and Chief Innovation Officer FFB
  • Dave Sikora - Chairman of the TDECU Board of Directors

Recording here: https://www.cubroadcast.com/unifimoney_webinar-digitalwealthmgmt.html

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• You must be a Shop Your Way member to be eligible for this promotion. Membership is free. Sign up here.
• Must be a new Unifimoney customer and pass KYC (verification) processes for all partners to be issued an account.
• Existing Unifimoney customers are not eligible at this time.
• You must fund your account using Astra and/or P2P transfer.
• Users must hold at least $100 initial funding, at least $100 in crypto, at least $100 in metals, and at least $100 in equities in their account for more than 60 days.
• All missions must be completed within 30 days after account registration and before the offer expires.


**Terms and Conditions of the Shop Your Way Missions Promo. Offer only available to users who have previously created an account with Shop Your Way. Offer only available to US residents (excluding residents of Hawaii). Limited time offer. Promotion begins on PLACEHOLDER and may end any time at the discretion of Unifimoney. Offer not available to new users who were not referred to Unifimoney through the Shop Your Way referral program. Offer not available if a Unifimoney account was previously opened using the same(or different) contact information. Limitations exist on max payout per user at the discretion of Unifimoney. Rewards will be recognized on a mission-by-mission completion basis. First Mission must be completed before an account is credited with a reward. Eligible customers must complete all missions in order to receive the max reward. Max payout requires the opening of an account,  funding of said account, and completion of all Missions set forth by Unifimoney Inc. before the end of the promotional period. The promotional period is determined at the sole discretion of Unifimoney. Unifimoney may update the terms and conditions for eligibility at any time. Rewards distribution will be in Gemini dollars (GUSD) and credited, if applicable, to your Unifimoney cryptocurrency account and is tradable only within the Unifimoney app. Reward recipients are able to convert GUSD to BTC immediately. Conversion of GUSD to Cash may take two or more days to reflect. No refunds are available. Users may contact Unifimoney at appsupport@unifi.money with further questions.
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