Building Financial Futures Since 2008
At Chase Tech, we've dedicated over 15 years to helping individuals and families achieve their financial goals through innovative savings solutions and unwavering commitment to excellence.
Our Mission
To empower every client with accessible, high-yield savings solutions that maximize growth potential while maintaining the highest standards of security and transparency. We believe financial prosperity should be within reach for everyone, and we're committed to making that vision a reality through innovative technology and personalized service.
Our Vision
To become the most trusted name in digital savings solutions, recognized for our unwavering commitment to client success, cutting-edge financial technology, and exceptional returns. We envision a future where every individual has the tools and confidence to build lasting wealth through smart savings strategies.
Our Journey of Excellence
From humble beginnings to industry leadership
Founded
Established in Chicago with a vision to transform savings
Digital Platform Launch
Introduced cutting-edge online banking technology
100K Clients Milestone
Reached six-figure client base through trusted service
Industry Recognition
Awarded Best High-Yield Savings Provider
Why Clients Choose Chase Tech
Bank-Level Security
Your funds are protected with 256-bit encryption and FDIC insurance up to applicable limits
Competitive Rates
Consistently offering above-market interest rates to maximize your savings growth
24/7 Access
Manage your accounts anytime, anywhere with our intuitive mobile and web platforms
Expert Support
Dedicated financial advisors ready to help you achieve your savings goals
No Hidden Fees
Transparent pricing with no monthly maintenance fees or minimum balance requirements
Quick Setup
Open your account in minutes with our streamlined digital application process
Our Impact in Numbers
Trusted by thousands of clients nationwide, Chase Tech delivers exceptional financial solutions with proven results.
Clients Served
Nationwide since 2008
Total Loans Approved
Helping dreams come true
Years in Business
Established expertise
Success Rate
Client satisfaction guaranteed
Growth Trajectory
Our consistent year-over-year growth demonstrates our commitment to excellence and client satisfaction. From our founding in 2008 to today, we've maintained an average annual growth rate of 23%, expanding our services while never compromising on quality.
Our Expert Team
Meet the dedicated professionals who are committed to helping you achieve your financial goals through personalized savings strategies and expert guidance.
Sarah Mitchell
Meet Sarah Mitchell, our Senior Financial Advisor with over 15 years of experience in wealth management and high-yield savings strategies. Sarah holds a Certified Financial Planner (CFP) designation and specializes in helping clients maximize their savings potential through personalized account recommendations.
Her expertise includes portfolio diversification, retirement planning, and optimizing interest-bearing accounts. Sarah earned her MBA in Finance from Northwestern University and has been recognized as a top performer in client satisfaction for three consecutive years.
She works closely with individuals and families to develop comprehensive savings plans that align with their long-term financial goals.
Published on January 15, 2025
View Full Profile
Marcus Chen
Marcus Chen serves as our Lead Loan Officer, bringing 12 years of specialized experience in consumer lending and savings account integration. With a Bachelor's degree in Economics from UC Berkeley and NMLS certification, Marcus excels at helping clients understand how to balance borrowing needs with savings growth opportunities.
His approach focuses on educating customers about leveraging high-yield accounts to build emergency funds while managing debt responsibly. Marcus has processed over $50 million in loans throughout his career and maintains a 98% client approval rating.
He specializes in first-time savers, debt consolidation strategies, and creating customized financial roadmaps.
Published on February 3, 2025
View Full Profile
Jennifer Rodriguez
Jennifer Rodriguez is our dedicated Savings Account Specialist with 8 years of experience helping clients navigate high-yield savings options and money market accounts. She holds a Bachelor's degree in Business Administration from Boston University and is a Certified Savings Counselor.
Jennifer's passion lies in educating customers about compound interest, APY comparisons, and strategies to accelerate savings growth. She has helped over 2,000 clients open and optimize their savings accounts, resulting in an average 40% increase in their annual interest earnings.
Jennifer specializes in digital banking solutions, automated savings programs, and creating milestone-based savings plans for major life events.
Published on December 28, 2024
View Full ProfileRegulatory Compliance & Industry Recognition
Our commitment to excellence is reflected in our regulatory compliance, industry certifications, and professional memberships that ensure the highest standards of service.
FDIC Insured
Member FDIC. Deposits insured up to $250,000 per depositor, per insured bank, for each account ownership category.
Certificate #33124
SEC Registered
Registered Investment Adviser with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.
CRD #801-98765
ISO 27001 Certified
Information Security Management System certified to international standards for data protection and cybersecurity excellence.
Cert #ISO27001-2024
PCI DSS Compliant
Payment Card Industry Data Security Standard Level 1 Service Provider, ensuring secure payment processing.
Level 1 Certified
Industry Memberships
-
American Bankers Association (ABA)
Member since 2015
-
Financial Services Information Sharing and Analysis Center (FS-ISAC)
Active member
-
National Association of Personal Financial Advisors (NAPFA)
Registered member
-
Better Business Bureau (BBB)
A+ Accredited Business
Awards & Recognition
-
Best Digital Banking Platform 2024
Banking Technology Awards
-
Excellence in Customer Service 2024
Financial Services Forum
-
Top Workplace in Financial Services
Chicago Tribune, 2022-2024
-
Innovation in Financial Technology
FinTech Breakthrough Awards 2024
Regulatory Compliance Statement
Financial Insights Group, LLC operates in full compliance with all applicable federal and state regulations. We are subject to regular examinations by regulatory authorities including the Federal Reserve, FDIC, and state banking departments. Our commitment to regulatory excellence ensures that your financial interests are protected by the highest standards of oversight and accountability. All investment advisory services are provided in accordance with fiduciary standards, placing your interests first in every recommendation and decision.
State Licensing Information
Financial Insights Group, LLC is licensed to conduct business in all 50 states and the District of Columbia. Our state licenses are maintained in good standing with regular renewals and compliance reviews.