Offer your members an intuitive investing experience with personalized portfolios, guided onboarding, and AI powered financial tools inside your digital banking.
Why Investing matters for Credit Unions today?
FAQ
After reading this section, if you still has questions, feel free to contact us however you want.
How does Surmount integrate with our digital banking?
Surmount connects through a lightweight integration and supports single sign on so members stay inside your experience.
Do we need a dedicated wealth team to offer this?
No. Surmount provides the technology, models, and compliance tools. Advisors can participate but it is not required.
Do members actually want investing in their credit union app?
Yes. Investing is one of the most requested features among younger and mid career members and increases digital activity.
What strategies do members get access to?
Members get diversified portfolios, direct indexing, themes, factor based models, and advanced custom strategies powered by Surmount AI.
Is the solution compliant for regulated institutions?
Yes. Surmount includes all required oversight tools along with disclosures, risk checks, and audit features.
Can we customize the experience to our institution?
Yes. Branding, colors, models, copy, and screens can all be tailored for your credit union.
How does pricing work?
Pricing is based on usage and volume. We can review the details during a demo.
