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Credit Union Executives Are Conducting Due Diligence on Embedded Wealth-Tech Solutions. The Agony of Bleeding Deposits are Forcing Action

Finance News

As younger members flock to fintech platforms like Robinhood, Coinbase, and Cash App for seamless, mobile-first financial tools, credit union executives are conducting serious due diligence on embedded wealth-tech solutions to stay competitive. With Gen Z expecting personalized, automated investing and financial empowerment, traditional credit unions risk losing relevance—and deposits—without modern digital offerings. Embedded wealth-tech enables credit unions to attract, engage, and retain these digital-savvy members by integrating investing tools directly into their mobile banking experience. Forward-thinking institutions are already seeing increased engagement, retention, and deposit growth by embracing this strategic shift.

April 20, 2025

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