FusionIQ & Kinecta Federal Credit Union team to boost digital wealth management

By Delisha Fernandes

FusionIQ, a  cloud-based wealth management solution, has partnered with Kinecta Federal Credit Union to enhance its digital offerings.

The integrated FusionIQ One platform allows banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.

“There’s mounting evidence that traditional small accounts solutions have not evolved to properly service and meet the growing demands of institutions in the banking and credit union space,” said Mark Healy, Chief Executive Officer of FusionIQ. “We’re excited to partner with Kinecta on their digital transformation, delivering proven digital investing solutions that align with their mission of empowering their members to live their best financial lives.”

Healy added, “This partnership is another victory for the credit union space when more credit union members are asking their institutions to keep pace with their digital investing preferences. Some of the largest credit unions and banks already are strategically aligned with FusionIQ – using our white-label technology to deliver an experience that leads to greater advisor-client engagement and higher levels of member retention.”

FusionIQ’s end-to-end technology lets credit unions and banks control their investing experience with hybrid digital advice and self-directed investing modules. The FusionIQ offering allows Kinecta to provide this full experience on a single platform. A fully integrated platform, FusionIQ One enables credit unions and banks to diversify through hybrid digital advice, or a self-directed investing option, that enables a generation of digital investors to make their own investing decisions.

“Here at Kinecta, we recognized our membership needed an investing solution designed to align with a digitally driven demographic,” said Donna McNeely, President of Kinecta Wealth Management. “FusionIQ provides a turnkey offering that goes beyond a tech solution. Ours is a strategic partnership, and we look forward to expanding member services.”