This episode explores a range of digital tools developed by Access Softek to help community financial institutions offer diverse wealth management options to their members.

- EasyVest® Automated Investing is the first robo-advisor designed to seamlessly integrate with any online or mobile banking platform. By lowering barriers to entry—with minimum deposits starting at just $200—it enables more customers to participate in investing directly within their digital banking experience.
- EasyVest® YourChoice gives customers full control to buy and sell stocks, ETFs, mutual funds, and fractional shares—anytime, anywhere.
- EasyCoin™ Crypto Solution enables secure crypto trading directly within your app, with access to thousands of digital assets and real-time transactions.

Join us for an unforgettable experience at Access Softek’s Client Conference 2026 -Beyond the AI Frontier: Where CUs Turn Innovation into Impact.

Dates: August 30 through September 2, 2026

Location: Jackson Lake Lodge, Grand Teton National Park, Wyoming

Registration: accesssoftek.com/client-conference

Access Softek has developed a Biometric Authentication Manager designed to streamline how call centers confirm a caller's identity. This technology utilizes the personal mobile devices of customers to facilitate a high level of security without the need for additional hardware. By leveraging existing features like fingerprint, iris, or facial recognition, the system allows users to verify themselves quickly and accurately. This approach replaces traditional, often cumbersome, questioning methods with a fast and modern solution. Ultimately, the software aims to enhance data protection while significantly improving the overall experience for both representatives and clients.

You can watch our webinar for more details: Omnichannel Biometric Authentication: Elevating Security and Member Experience Across Every Touchpoint