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Wealth Management Tech

for Banks and Credit Unions

For Banks and Credit Unions, the next frontier is digital wealth—a private-label solution that can modernize the client experience while unlocking new products and revenue.

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FusionIQ platform showcasing multilingual support for digital wealth management solutions.

FusionIQ is a digital wealth management solution that unifies self-directed, digital advice, and hybrid models in one experience for Banks and Credit Unions. Our technology is modular, delivering flexibility and the power of choice. 

Your existing database is leveraged to cut out data re-entry so that customers and members can access their new investment accounts in just minutes. Open small accounts with low minimum amounts to reduce your ACH outflows to competitors.

There are plenty of reasons to try FusionIQ: our modular approach (select the module you need or build out a complete private-label platform), multilingual support, market entry in as little as six weeks, and seamless integration with America’s leading custodians.

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Case Studies

Results That Redefine What’s Possible

Financial institutions nationwide are proving that you don’t need to sacrifice efficiency for growth—FusionIQ delivers both. Discover their stories below.

Serving Those Who Serve, Digitally

One of America’s largest credit unions wanted to modernize its wealth management offerings for military members, but without losing the trust it had earned over decades.

  • Provided members with both digital investment advice and self-directed brokerage capabilities.
  • Enhanced member acquisition capabilities with expanded product offerings.
  • Helped the credit union offer goals-based investment modules for the first time.
  • Launched integrated mobile investing experience utilizing FusionIQ’s mobile technology and drove a 10x digital investor account growth in one year of deployment.
  •  Members appreciated the seamless look-and-feel of the private-label delivery.

Scaling Wealth Services While Cutting Costs

A regional bank with 200+ branches across six states needed to broaden its investment options, without adding operational overhead or disrupting existing operations.

  • Integrated Self-Directed Trading and Digital Advice modules to provide bank customers with a 100% digital wealth management experience. 
  • Identified and converted existing customers interested in wealth management.
  • Accommodated growing customer volumes and ensured efficient resource utilization.
  • Eliminated the need for costly on-premises infrastructure.
  • Added alternative investments to give customers more asset class options.
Use Cases

Use Cases for Banks and Credit Unions

Discover how implementing your own private-labeled investment platform with FusionIQ can expand AUM, empower new investors, and deepen customer or member relationships.

Prioritize Digital Wealth Solutions

Meet investor demand for digital services by offering self-directed, digital advice, and hybrid modules on a private-label platform. Onboard new investors in minutes. 

Eliminate Entry Barriers to Investing

Offer low minimum investment accounts to make investing possible for everyone. It’s easier than ever before to democratize wealth management for every American.

Automate Small Account Management

Utilize the Digital Advice module to automate workflows and save time so advisors can focus on growing accounts and nurturing customer and member relationships. 

Leverage Cutting-Edge Mobile Investing Technology

Empower your new investors to auto fund from their checking or savings account, track growth in real-time, and enjoy an investing experience that delivers multilingual support.

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Deployment Timeline:
Six Weeks to Success

FusionIQ is the only wealth tech for Banks and Credit Unions that launches a live, unified investment platform for your customers and members in as little as six weeks.

Partner Onboarding Session

We align teams, set expectations, and establish the roadmap. This includes timeline synchronization, project alignment, and adoption planning so everyone knows what success looks like from day one.

Platform Configuration

We configure the platform to fit your institution—account types, funding methods, transfers, and trade types. Risk tolerance, AML/KYC, billing, branding, and agreements are built in from the start to avoid downstream delays.

Technical Configuration

We connect custodians and regulatory partners, integrate SSO, and bring in third-party vendors. Branding, reporting, and mobile app readiness are finalized here to ensure your launch environment matches your institution’s look and compliance needs.

Testing and Training

We test workflows end-to-end—from onboarding and trading to billing and reporting—while training stakeholders. This ensures everyone is confident before moving to production.

First Client Onboard

We roll out with controlled beta groups, often starting with friends-and-family. Feedback is captured, final adjustments are made, and then we move to full public launch with confidence.

First Client Onboard

We roll out with controlled beta groups, often starting with friends-and-family. Feedback is captured, final adjustments are made, and then we move to full public launch with confidence.

Bring Digital Wealth to Your Bank or Credit Union

Investors are asking for digital-first experiences. Is your institution prepared? FusionIQ makes digital wealth simple to launch and easy to scale. Contact us and request a demo today. 

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