Robo Advisory and Fractional trading with Commission Free Self Elected Trading of Stocks, ETFs, Money Market Funds and Precious metals.
Financial Institutions are facing unprecedented competition from multiple directions including Neobanks, Investment Apps and Big Brand Banks. Competition is increasingly based on the digital experience and breadth of services offered.
But Regional Banks and Credit Unions have a unique advantage: your relationship with your customers and members.
Unifimoney empowers you to offer your customers and members more. More opportunity for financial wellness, more opportunity to grow their savings, more opportunity engage with the institution they know and trust.
Marketing innovative Fintech services is new to many Financial Institutions. To assist our clients Unifimoney, is working with a range of 3rd party marketing and compliance advisory firms to create a marketing playbook to help provide a fast start for clients new to digital wealth management.
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Community Banks and Credit Unions are facing unprecedented competitive pressures from Big Brand Banks and Big Fintech. The need to engage with consumers, differentiate offerings and lead with innovation has never been greater. Consumers are not investing like the past, fractional investing, new asset classes and digital channels has created a massive cultural change in consumer needs and behavior.
Unifimoney offers progressive financial institutions the potential to not just achieve parity with Big Brands Banks and Fintechs but offer a more complete, compelling and integrated digital wealth and money management solution.
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Unifimoney integrates with your existing technology providers to allow for a fast, low-cost implementation. If you are working with one of our pre-enabled partners e.g. Q2 and Jack Henry you can have the service live almost immediately. We can also do no fee pilots with customers on pre-enabled platforms e.g. employees, friends and family or innovation teams.
Your customers access the Unifimoney platform through your existing digital channels - web and mobile app. On successfully signing up for Unifimoney customers can access any of the digital wealth management tools at their disposal from passive investing with our Robo platform to digital assets and alternative assets.
The management team at Unifimoney are all experienced industry professionals with decades spent in highly regulated businesses including payments, banking (SVB and Commonwealth Bank of Australia), wealth management (Blackrock) and more. Our investors include owners of Community Banks and experienced investors in financial services.
We consider ourselves a compliance first business and we understand the high standards to which our clients and ourselves must work. Unifimoney RIA is a fully owned subsidiary of Unifimoney Inc. See Finra Broker Check here.
We are proactively developing a series of assets and materials to assist Financial Institutions and Fintechs to conduct thorough Compliance and Risk assessments as well as support ongoing awareness, training and support to Risk and Compliance teams through industry bodies, 3rd party advisory firms and subject matter experts.
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