California Credit Union has launched a new platform that lets members manage their finances online, the Glendale institution announced Tuesday.
Such digital banking tools — also known as “fintech” — have become increasingly popular with customers looking to track their retirement, investment and insurance accounts from home.
In addition to account management, California Credit Union’s Remote Advisor Center platform lets users meet with advisors via online video conferencing to discuss services including retirement and financial planning, wealth management, estate planning, tax strategies, education planning and insurance services.
“This service offers another way for members to meet with a highly qualified financial advisor, moving the face-to-face experience to a secure, private screen-to-screen experience from wherever members prefer to be,” Carl Federici, vice president of investments and insurance, said in a statement.
California Credit Union serves more than 165,000 members in Los Angeles and San Diego Counties.