Specialists in credit union balance sheet optimization, QuantyPhi offers everything big brokerage firms offer plus cost-saving, credit union-specific solutions only an industry partner can provide.
"We are excited (and relieved) to work with QuantyPhi, and I look forward to learning and expanding my knowledge within the Investment Advisory Program!" — Jenni Strama, CEO, Hayward Community Credit Union
Maximize your credit union's profitability while simplifying your cash flow management and recordkeeping processes with SimpliCD.
MILWAUKEE, WI – October 14, 2021 – Corporate Central hosted its annual Economic Outlook Conference virtually again this year. On Tuesday, October 12 and Wednesday, October 13 credit union professionals from around the country logged in to participate in the webinar series.
MILWAUKEE, WI – October 13, 2021 – On Monday, October 11, 2021, Kevin Chiappetta, CFA, President of QuantyPhi, moderated an intermediary panel discussion at the Marquette Business School Sustainability 2.0 Conference.
MILWAUKEE, WI – October 5, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, was invited to present Board and ALCO training at the Michigan Directors College hosted by NASCUS on Tuesday, September 28. The in-person event was held at the H Hotel in Midland, MI.
MILWAUKEE, WI – September 30, 2021 – QuantyPhi announced this week a new Investment Portfolio Optimizer for credit unions. The tool mathematically calculates an ideal purchase strategy based on a credit union’s current holdings and chosen benchmark.
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