The Problem
How might Credit Unions provide a personalized service for families that will help protect their lifetime savings, while at the same time grow membership and retain intergenerational assets?
The Solution
Guardian will alleviate stress by providing a personalized “one-stop” solution for the senior and loved ones to exchange information and collaborate in a private, secure manner. Guardian provides information at their fingertips, protects a lifetime of savings and ensures everyone peace of mind!
Filene i3 Demo Denver- Guardian from Filene Research on Vimeo.