FusionIQ

ICYMI: What does digital-first wealth management look like in 2025? FusionIQ's experts share 3 key strategies in @wealth_mgmt: ✅Meeting evolving client expectations ✅Capturing tomorrow's HNW investors ✅Making investor education actionable Read more: fusioniq.io/thought-leader…

As IBDs grow, managing diverse client needs gets complex. How can fintech specialists help? FusionIQ's new @advisorhubinc thought leadership article reveals how niche tech solutions can help credit unions serve small accounts and drive growth. Read more: advisorhub.com/resources/inde…

FusionIQ appoints Sloan Shanahan as Chief Revenue Officer dwealth.news/2025/01/fusion… via @DigitWealthNews

FusionIQ's Information Security Officer recently joined a @dwealthnews Roundtable to discuss AI's transformative role in wealth management and outline key strategies for financial advisors to leverage AI in their advisory practices. Read our insights: fusioniq.io/thought-leader…

What does "digital-first" mean for wealth management in 2025? From technology to demographics, education and implementation, we share our insights with @wealth_mgmt into the digital wealth strategies critical for success in the year ahead. fusioniq.io/thought-leader…

Are you ready to deliver the digital experience your wealth management program needs for success in 2025? In our latest thought leadership article in @wealth_mgmt's 2025 Market Outlook, our team provides the roadmap you need. fusioniq.io/thought-leader…

From new partnerships to pre-integrated wealth management platforms, our breakthrough 2024 is making news in @WealthBriefing. ⬇️ familywealthreport.com/article.php/Fu…

"In 2024, significant strides were made in wealthtech solutions for retail banks: cloud-native platforms continued to reshape the financial services sector." What's next? FusionIQ CEO Eric Noll shares his vision for 2025 in Private Banker International⬇️ fusioniq.io/thought-leader…

"FusionIQ's 2024 achievements highlight its role as a leading innovator in wealthtech." Great coverage of our 2024 milestones in @dwealthnews. From key leadership appointments to flagship platforms, we're accelerating digital wealth transformation. ⬇️ dwealth.news/2025/01/fusion…

Our credit union sector impact grew in 2024, with an additional 850,000 credit union members now having access to digital investment services on the FIQ Journey platform. Read in @CUInsight how we're delivering democratization in wealth management. 👇 cuinsight.com/press-release/…

FusionIQ's breakthrough 2024 is making news in @YahooFinance! 👇 finance.yahoo.com/news/fusioniq-…

2024 was a breakthrough year for FusionIQ! 🏆3 major banking tech awards 🚀Launched FIQ Journey & FIQ Wallet platforms 🤝New OnPoint & Kinecta credit union partnerships ✨Strengthened C-suite with new CEO, COO & CRO 🔒SOC 2 Type II certified Read more: fusioniq.io/news-releases/…

@dwealthnews Sorry to hear! It's good to know Bill is home and out of the woods. Wishing him a full and fast recovery and all the best for 2025!

Friends, pure chaos here as our CEO ended up in the ICU with pneumonia earlier this week. We’re back at it today but the newsletter will look a little different this round, and now you know why. Meanwhile a great read from Chris Robbins on the economics of wealth management because of technological innoviation. Back to Bill Taylor – who is back home and recovering like the star he is as of today (Tuesday, 1/7). There’s nothing like this type of life crisis to bring priorities – and who your friends really are – into sharp focus, though, yes? bit.ly/3BQ5Y2C

What do banks & credit unions need to know to succeed in 2025? In a thought leadership article for Private Banker International, FusionIQ CEO Eric Noll states, “2025 will be a transformative year for wealth democratization.” Read Eric’s full commentary: fusioniq.io/thought-leader…

@BrettKing Great insights on the rise of mobile wallets! That's why we launched the first digital wealth management solution designed explicitly for wallet companies. FIQ Wallet transforms conventional digital wallets into comprehensive financial management hubs. ⬇️ fusioniq.io/fiq-wallet

Studies reveal that electronic payment systems offer significant cost benefits over cash, driving efficiency and convenience. Is your organization ready for the shift? Read here: tinyurl.com/564dr2zn

@BrettKing 100%! That's what our pre-integrated FIQ Journey platform delivers for leading financial institutions like OnPoint Community Credit Union. We're looking forward to accelerating the democratization of wealth in financial institutions in 2025! fusioniq.io/news-releases/…

Fintech disruptors are proving that technology-driven efficiency can unlock access to financial services for underserved communities, creating a new era of inclusion.

A new year brings fresh opportunities to shape the future of digital wealth. We're inspired by how financial institutions and advisory firms use our solutions to drive growth and deliver exceptional experiences. Here's to continued innovation, collaboration, and success in 2025!

Merry Christmas to all!