Innovative Investing - InvestiFi

“Credit unions are unsung heroes in our community. The lives they touch are better off for the work they do every single day.” - Sarah Lambert

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Sarah Lambert, Vice President of Marketing at InvestiFi. Sarah shares how her unconventional journey through marketing agencies, HR tech, and major players such as Oracle led her to a role that blends creativity, communication, and a drive to build.

In our conversation, Sarah shares how InvestiFi is helping credit unions compete with big-investing apps without losing the personal trust that makes local institutions stand out. From offering members access to guided investing and fractional shares directly through their existing banking platform, to providing credible financial education within the app itself, InvestiFi is truly reshaping what digital investing can look like for everyday people.

As we wrap up the episode, Sarah talks about her amazing boss, her love for traveling in the US and abroad, and the two books she thinks everyone should read. Enjoy my conversation with Sarah Lambert!

Find the full show notes on cuinsight.com.

Connect with Sarah:
Sarah Lambert, Vice President of Marketing at InvestiFi
investifi.co
Sarah: LinkedIn
InvestiFi: LinkedIn

Show notes from this episode:
Book mentioned: The Let Them Theory by Mel Robbins
Book mentioned: Words That Work by Dr. Frank Luntz