Citizens Bank of Edmond Expands Digital Capabilities Through Strategic Partnership With InvestiFi

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.

By embedding these tools within its digital ecosystem, Citizens Bank of Edmond is making it easier than ever for customers to confidently begin or grow their investing journey, without needing to leave the secure, familiar platform they already trust for their everyday banking.

“At Citizens Bank of Edmond, we believe in empowering our customers through innovation, making banking a seamless part of their lives,” said Jill Castilla, President & CEO of Citizens Bank of Edmond.

“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,” said Kian Sarreshteh, CEO and Co-Founder of InvestiFi.

“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.”

Purpose-built for community banks and credit unions, InvestiFi’s white-label platform allows financial institutions to offer modern, user-friendly investing tools without the need to develop new infrastructure or send customers to third-party platforms. The result is a streamlined experience that strengthens the relationship between banks and their customers while expanding access to wealth-building opportunities.

Sarreshteh continued,“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. 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.”

This collaboration reinforces Citizens Bank of Edmond’s mission to evolve alongside customer needs while continuing its legacy of community engagement, personal service, and financial empowerment—a tradition it has upheld for more than 120 years.

Disclaimer: Investment services offered through the InvestiFi platform are not depository products, are not insured by the FDIC, and may lose value. Advisory services provided AdvisiFi LLC, securities and brokerage services offered by CDS1 Securities LLC. Securities involve risk, including possible loss of principal. Citizens Bank of Edmond does not offer investment advice or make securities recommendations.