Solutions for Banks & Credit Unions
More and more each day, consumers are turning to banks and credit unions to address gaps in their retirement needs.
Engineered to integrate seamlessly into existing bank technology platforms, Invesra's software and service solution can help you meet your customer's needs while you discover new revenue opportunities.
How Invesra helps your customers
- Provide sophisticated retirement and investment management services
- Our solutions work right alongside your existing online banking services
- Aggregates their in-house assets as well as external accounts for a total view
- Their information is fully private and secure on our hosted platform
How Invesra helps you
- Allows you to target growing mass affluent and retirement markets
- Provides you with more revenue opportunities
- A turnkey solution that integrates quickly and seamlessly with your existing platform
- We work closely with you to fine-tune your offerings
