NOTE: Registration is open on a 3rd party registration site. CLICK HERE TO REGISTER.​

Today, 53% of Americans prefer to invest with their trusted financial institution, yet if credit unions don't offer accessible investment options, members will find alternatives elsewhere. Platforms like Robinhood, Betterment, and Acorns are not just competing for deposits—they are competing for the entire relationship. Once a member begins investing with such a third party, they are immediately targeted with high-yield savings accounts, credit cards, and more. The result? Credit unions risk losing not just wallet share, but the member altogether. This session explores the modern investment journey of Gen Z and Millennials—and how credit unions can stay relevant by meeting them where they are.

Key Takeaways:

1. The long-term impact of deposit outflow is far more significant than it may initially appear—mainly due to (younger) members beginning to leave their credit union.
2. Credit unions have a unique opportunity to serve members who have never invested before (what is a lot!). By becoming both the primary banking and investing relationship, credit unions can significantly improve member retention—those who use their CU for both are 6x less likely to leave.
3. It's time to rethink investing as more than just an AUM-driven revenue stream. Instead, investing should be seen as a powerful tool to drive stickiness, member loyalty, and increased deposits.

NOTE: Registration is open on a 3rd party registration site. CLICK HERE TO REGISTER.​