UPTIQ provides credit unions with a platform that connects members to personalized financial advice and investment solutions, bridging the gap between traditional banking services and financial planning.

Their approach allows for “memberization,” which helps credit unions bring in new High-Net-Worth members from their community. They also offer customized financial advice to members, making wealth management and financial planning accessible to a wider audience.

The UPTIQ platform uses data to identify members who could benefit from financial guidance and then connects them with advisors for personalized support. This allows credit unions to deepen member relationships and offer valuable financial services that go beyond typical savings and loan products. By integrating UPTIQ’s platform, credit unions can enhance their offerings and give members tools to achieve their financial goals, whether it’s retirement planning, investing, or managing debt.

With UPTIQ, credit unions have a practical way to extend their services into wealth management, meeting members’ needs at every stage of their financial journey.