Credit Union Fintech Friday: Keel

CU2.0 credit union fintech partnership

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Keel to discuss all things credit union, fintech, and digital innovation.

Keel is a tool to help investors make wiser decisions. Keel uses an account aggregation tool to keep up-to-date tabs on various integrated investor portfolios.

People can use Keel to better understand market nuances by following the pros. Keel integrates with brokerage accounts to reveal and analyze historical returns, risk profiles, and specialized sectors.

Also available through their platform are in-depth stock analyses and market commentary. In a way, Keel allows users and partners to choose financial services that work for them while also teaching them how to invest like the best. Lastly, Keel allows subscribers to view an aggregate of all their investment accounts to monitor overall investment performance.

As co-founder Sophia Lin says, “the next step is working with fintech companies, financial institutions, and credit unions to help them use this tool to see how they can better serve their clients.”

If this sounds like an intriguing credit union–fintech partnership, check out the video and Keel snapshot below!

Credit Union Fintech Snapshot: Keel

Top 3 Problems Solved

  1. Investment counseling
  2. Choosing a financial advisor
  3. Understanding the market

Keel Founder: Sophia Lin and Andrew Kelly

Keel Market Strategy

Credit unions, financial institutions, individual subscribers.

Credit Union Fintech: Keel in the News

Keel is the “Airbnb for Investments”

Interested in seeing more fintech entrepreneurship? Check out the CU 2.0 fintech infographic, Death by 1,000 Cuts. You can see firsthand the impact fintechs have had on the credit union industry, as well as how fintech innovation can improve your income statement, balance sheet, interest margin, services, and more.

Credit Union 2.0 believes fully in the power of credit union and fintech partnerships. With the shared goal to redefine multifaceted financial services models look like to members, more credit unions are looking to partner with forward-leaning fintechs.

If you want to learn more about credit union–fintech partnerships, click here.

Check out other podcasts in the series here!

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