Events

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.