January 9, 2024
FusionIQ, a cloud-based wealth management solutions provider, partnered with Kinecta Federal Credit Union to deliver its FusionIQ One platform for investment services. The solution provides digital advice and investing modules for clients, according to a press release.
"There's mounting evidence that traditional small accounts solutions have not evolved to properly service and meet the growing demands of institutions in the banking and credit union space," Mark Healy, CEO of FusionIQ, said in the press release. "We're excited to partner with Kinecta on their digital transformation, delivering proven digital investing solutions that align with their mission of empowering their members to live their best financial lives."
"Here at Kinecta, we recognized our membership needed an investing solution that was designed to align with a digitally driven demographic," Donna McNeely, president of Kinecta Wealth Management, said in the release. "FusionIQ provides a turnkey offering that goes beyond a tech solution. Ours is a strategic partnership, and we look forward to expanding member services."