Partnership gives financial institutions a new way to expand digital investing, deepen relationships and support long-term financial wellness.
ROYAL OAK, MI / ACCESS Newswire / November 5, 2026 / Navari, a technology and solutions platform serving financial institutions and organizations nationwide, today announced a strategic partnership with InvestiFi, an embedded investing platform that enables credit unions and community banks to offer investing directly within their digital banking experience.
The partnership builds on Navari’s strategic investment in InvestiFi announced earlier this year and reflects a shared commitment to helping financial institutions expand access to investing and play a greater role in their account holders’ financial lives.
As consumer expectations evolve, credit unions and community banks are looking for new ways to deepen relationships and provide more of the financial tools consumers want within their primary banking experience. Embedded investing gives institutions an opportunity to help account holders build wealth while keeping that relationship connected to the financial institution they already know and trust.
Through InvestiFi’s integrations with leading digital banking providers, including Alkami, Jack Henry/Banno, Candescent and Q2, financial institutions can offer investing directly within the digital banking platforms their account holders already use. Account holders can buy and sell stocks, ETFs and other investments, with the ability to invest directly from their existing financial institution accounts.
“Credit unions and community banks have an important opportunity to play an even greater role in the financial lives of the people they serve,” said Patty Corkery, President and CEO of Navari. “Investing is increasingly part of that relationship. Through our partnership with InvestiFi, we’re helping institutions bring investing into the digital experience they already provide, giving consumers more ways to build their financial futures while strengthening the connection with their primary financial institution.”
The partnership expands Navari’s Financial Solutions portfolio and reflects the organization’s focus on bringing financial institutions innovative solutions that strengthen relationships, support growth and respond to changing consumer expectations.
Through Navari and InvestiFi, financial institutions can:
- Offer investing directly within digital banking
- Give account holders access to modern investing tools
- Deepen relationships and engagement across the financial journey
- Attract and retain the next generation of account holders
“InvestiFi was founded on the belief that community financial institutions should play a central role in helping consumers build wealth,” said Kian Sarreshteh, CEO of InvestiFi. “Navari shares that vision. Together, we’re helping credit unions and community banks expand access to investing while creating digital experiences that strengthen relationships and keep consumers connected to the institutions they trust most.”
Financial institutions interested in learning more about InvestiFi through Navari can visit navari.com/investifi to schedule a conversation.
About Navari
Navari is a technology and solutions platform designed to help leaders navigate complexity and achieve more. Through connected software, insights, and services, Navari delivers expert guidance and intuitive tools that enable confident decision making and stronger organizational performance across human resources, experience, marketing technology, and financial solutions
The Navari platform includes Performance Pro, Compease, The Learning Center, MemberXP, BankingXP, and Timix. Together, they help organizations strengthen performance, deliver exceptional experiences, and drive meaningful, sustainable results.
Serving more than 2,200 organizations nationwide, Navari combines smart technology with human insight to help leaders drive stronger outcomes.
Learn more at navari.com.
About InvestiFi
InvestiFi, Inc. is the award-winning InvestTech Platform designed to allow for trading to and from deposit accounts, enabling credit unions and community banks to retain more assets and attract new account holders. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every credit union and community bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience. At the heart of InvestiFi’s mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone. To learn more, visit investifi.com.
Media Contacts
Kaye Chervenak
Chief Marketing Officer
Kaye.Chervenak@navari.com
SOURCE: Navari
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