OnPoint Community Credit Union Enhances Investment Options with FusionIQ Partnership

New Partnership Enhances Investment Opportunities for OnPoint Members

OnPoint Community Credit Union, serving over 581,000 members across Oregon and Southwest Washington, has announced a groundbreaking partnership with FusionIQ, a leader in digital wealth management solutions. This collaboration aims to introduce an innovative range of digital investment options that are designed to empower OnPoint's members to effectively grow their financial wealth.

The new offerings are built upon the robust FIQ Journey platform, which provides a hybrid of digital investment advice and self-directed investing capabilities. This powerful tool caters to tech-savvy members wanting to manage their portfolios in a user-friendly environment.

An Innovative Approach to Wealth Management

The integration of FusionIQ's platform signifies OnPoint's ongoing commitment to enhancing member financial well-being. By utilizing the FIQ Journey platform, members will gain access to customized, goal-based investing tools that align with their financial objectives. According to Eric Noll, CEO of FusionIQ, their platform facilitates community credit unions such as OnPoint in offering modern digital investment solutions that help retain and engage members effectively.

“FusionIQ's innovative platform enables community banks and credit unions to offer comprehensive support in member wealth-building,” Noll stated. The ease of utilizing these digital tools is expected to enhance the user experience significantly, making investing more accessible than ever.

Strengthening Community Financial Growth

Jim Hunt, Senior Vice President and CFO at OnPoint Community Credit Union, emphasized the organization’s dedication to fostering communities through financial growth. He remarked, “The FIQ Journey platform closely aligns with our commitment to innovation, delivering straightforward solutions that enhance each member's financial journey.”

By leveraging this advanced platform, OnPoint aims to create digital investment experiences that resonate with their members' needs and lifestyles.

Easier Access for Members

Leveraging FusionIQ’s secure integration, OnPoint members will have the ability to manage and monitor their investments effortlessly. The service includes collaborations with trusted financial partners to facilitate a seamless investment journey. Arete Wealth acts as the broker-dealer for those who prefer a self-directed approach, while FusionIQ serves as the Registered Investment Advisor (RIA) for hybrid investment guidance.

Peter Brittain, Head of Business Development at FusionIQ, expressed enthusiasm about this partnership, stating that it marks a pivotal milestone for credit unions as they adapt to the burgeoning demand for digital investment tools. He noted that the FIQ Journey platform will attract a new, digitally-forward demographic, which is essential for the future of credit unions.

Additionally, the launch of this partnership is anticipated to boost member interactions with advisors and enhance retention rates, ensuring OnPoint remains at the forefront of meeting member expectations.

About FusionIQ & OnPoint Community Credit Union

Founded in 1932, OnPoint Community Credit Union is the largest of its kind in Oregon, boasting assets of $9.4 billion and a mission to serve diverse communities. With membership open to residents and employees across numerous counties in both Oregon and Washington, OnPoint is federally insured and dedicated to financial inclusion and growth.

FusionIQ, on the other hand, has established itself as a pioneer in digital wealth management, enabling financial institutions to adapt and thrive in a rapidly evolving market. Their all-in-one FusionIQ One platform simplifies digital transformation, allowing institutions like OnPoint to scale their operations efficiently.

In conclusion, the partnership between OnPoint Community Credit Union and FusionIQ represents a significant advancement in accessible digital investment options, poised to empower countless members on their journey toward financial prosperity.