Jeanne D’Arc Credit Union partners with InvestiFi to bring embedded investing to members
New collaboration will give Jeanne D’Arc Credit Union members the opportunity to invest directly from their checking accounts, within the digital banking platform they already use.
Jeanne D’Arc Credit Union has partnered with InvestiFi, an award-winning provider of digital investing solutions for community financial institutions, to embed investing solutions into the credit union’s existing online and mobile banking platform. Through the collaboration, Jeanne D’Arc members will have the opportunity to invest directly from their checking accounts, in a straightforward experience built into the digital banking environment they already know and trust.
Founded in 1912 and headquartered in Lowell, Massachusetts, Jeanne D’Arc Credit Union is a full-service, community-based financial cooperative locally owned by more than 100,000 members with $2.2 billion in assets. The credit union serves the Greater Lowell and Southern New Hampshire areas through eight full-service branches, three high-school branches, a loan center, and a mortgage center.
“Our partnership with InvestiFi reflects our commitment to meeting members where they are and providing new opportunities to take charge of their financial future,” said Grant Alois, Senior Vice President, Chief Information Officer at Jeanne D’Arc Credit Union. “By bringing investing capabilities directly into the digital banking experience our members already use, we’re making it easier for them to explore new ways to build financial confidence.”
“For our members, this means having the opportunity to explore investing within the same trusted platform they use for everyday banking,” Alois said. “It’s a natural extension of our cooperative, member-first values.”
Through the partnership, Jeanne D’Arc members will have the opportunity to engage with Guided Investing, InvestiFi’s personalized portfolio solution built around each member’s individual risk tolerance and objectives, as well as self-directed stocks and ETFs, all from their checking accounts. Members will also have the opportunity to trade cryptocurrency and stablecoins, and will gain access to financial education resources designed to build investing knowledge and support informed decision-making.
“We are thrilled to be partnering with Jeanne D’Arc Credit Union — an institution whose members have trusted it for generations,” said Kian Sarreshteh, CEO of InvestiFi. “Partnerships like this one are exactly what we set out to build InvestiFi for: institutions that understand their members’ financial lives don’t stop at the checking account.”
“That kind of trust is exactly why credit unions are uniquely positioned to meet the rising demand for investing close to home,” Sarreshteh said. “We’re committed to working with institutions like Jeanne D’Arc as they meet their members right where they already bank.”
For Jeanne D’Arc, this partnership is a natural extension of a cooperative built around its members’ well-being. For InvestiFi, it is one more step toward a mission of making investing more accessible through community-based financial institutions across the country.
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About Jeanne D’Arc Credit Union
Jeanne D’Arc Credit Union was established in 1912 and is a full-service, community-based financial cooperative. Locally owned by more than 100,000 members with $2.2 billion in assets, Jeanne D’Arc operates eight full-service branches in Lowell, Dracut (2), Tyngsboro, Chelmsford, Methuen, and Westford, Massachusetts, and Nashua, New Hampshire; high-school branches at Lowell High, Dracut High, and Nashua High School South; a loan center in Lowell; and a mortgage center in Chelmsford. Follow Jeanne D’Arc on Facebook, Instagram, and LinkedIn.
To learn more, visit jdcu.org.
About InvestiFi
InvestiFi, Inc. is the award-winning InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. At the heart of InvestiFi’s mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone.
To learn more, visit investifi.com.
