MDT and InvestiFi have partnered to enable credit unions to offer modern digital investing capabilities. The partnership allows credit unions to retain more assets and attract new account holders by seamlessly integrating investing into their online banking experience. InvestiFi eliminates the need to transfer funds to external parties to invest, providing a user-friendly interface for members to navigate financial markets with confidence and ease. The partnership aims to drive growth and enhance member relationships for MDT's credit union community.
MDT, a CUSO that helps credit unions navigate complex financial technology ecosystems, has announced a strategic partnership with InvestiFi, a digital investing provider. This collaboration aims to enable credit unions to offer modern digital investing capabilities, allowing account holders to buy and sell stocks, ETFs, and cryptocurrency directly from their checking accounts. The partnership is designed to retain more assets and attract new account holders by seamlessly integrating investing into the existing online banking experience [2].
InvestiFi's platform eliminates the need to transfer funds to external parties for investing, providing a user-friendly interface for members to navigate financial markets with confidence and ease. The partnership will enable MDT's credit union clients to embed investing capabilities into their online banking journeys, fostering stickier member relationships and driving growth [2].
Pete Major, VP of Fintech Solutions at MDT, expressed enthusiasm about the partnership: "Through our partnership, we are equipping our credit union community with next-generation tools to grow, compete, and deliver more value to their members" [2]. Kian Sarreshteh, CEO and Founder at InvestiFi, added, "MDT has a proven track record of connecting credit unions with innovative solutions they need to compete and thrive. With our leading Investing from Checking solution, MDT’s impressive credit union network can now tap into new sources of non-interest income, helping accelerate deposit growth and elevate digital engagement in a meaningful way" [2].
The partnership is part of a broader trend in the financial services industry, where digital innovation is transforming the way consumers interact with their financial institutions. By providing modern digital investing capabilities, credit unions can better serve their members and stay competitive in the increasingly complex fintech landscape.
References
[1] https://finance.yahoo.com/news/tier-one-credit-union-selects-133700083.html
[2] https://www.businesswire.com/news/home/20250812518266/en/MDT-and-InvestiFi-Partner-Enabling-Credit-Unions-to-Offer-Modern-Digital-Investing-Capabilities
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