Citizens Bank of Edmond has entered into a strategic partnership with InvestiFi, an embedded investing platform, to bring a comprehensive suite of digital investment tools to its account holders. This partnership will enable the bank’s more than 14,000 customers across the greater Oklahoma City area to access securities and guided investing solutions directly through its existing online and mobile banking channels.
“At Citizens Bank of Edmond, we believe in empowering our customers through innovation, making banking a seamless part of their lives,” Jill Castilla, president and CEO of Citizens Bank of Edmond, said. “Our partnership with InvestiFi is a testament to this commitment. By integrating advanced digital investing tools into our offerings, we enable our account holders to manage their investments effortlessly and confidently—right from the palm of their hand.”
“Citizens Bank of Edmond is setting a strong example for what it means to be a forward-thinking, community-driven financial institution,” Kian Sarreshteh, CEO and co-founder of InvestiFi, said. “Through our partnership, they’re delivering a fully integrated, in-app investing experience that meets rising customer expectations—while preserving the trust and personal service that sets community banks apart.”
“InvestiFi was designed to help local banks and credit unions compete with the digital capabilities of large fintechs, without losing ownership of the customer experience,” Sarreshteh said. “Citizens Bank of Edmond can now offer the same high-quality investment tools as national players, all under their own brand, and all within their own digital environment. That’s the true value of this partnership.”
