Written by the InvestiFi team following the April 2025 Forum, this recap distills key takeaways around broadening the member experience, attracting younger audiences, catering to those who don’t meet traditional wealth management thresholds, and data & analytics. A must-read for credit union leaders gearing up for innovation in 2025 and beyond.

Horizon Utah Federal Credit Union Partners with InvestiFi to Bring Digital Investing to Members
Members of Horizon Utah Federal Credit Union will soon enjoy seamless, in-app access to stocks, ETFs, cryptocurrency, and guided investing through cutting-edge digital platforms.

