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Easy Investing with EasyVest
Bring simple investing to end users' online and mobile banking branches with EasyVest, an automated investment solution from Access Softek that seamlessly integrates into any digital banking platform. EasyVest allows you to extend investment opportunities to the other 98% of your members/customers who may have hesitated to invest based on balance requirements within a licensed or very formal wealth management program. As investments grow, EasyVest feeds investors into your established programs. Join us to learn how easy investing can be.

Jan 27, 2021 11:00 AM in Pacific Time (US and Canada)

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Speakers

Mark Allen
SVP of New Ventures @Access Softek