Our experience and resources allow us to offer them the best technology, a clear path to grow their investment programs, and the dedicated support they need to reach more members while providing an exceptional member experience."ĭedicated program and advisor development professionals collaborate with credit unions in the CFS family. "For 25 years, we have focused on staying ahead of the evolving needs of credit unions. Their commitment to providing high-touch, personalized support to educators closely aligns with our vision as the only third-party broker-dealer solely dedicated to credit unions," said Valorie Seyfert, President and Co-Founder of CUSO Financial Services. "We are so excited to begin this partnership with GCEFCU. Members can view their account activity, upload important documents for secure storage and connect with their advisor through business texting.ĬFS provides financial professionals with access to advanced wealth management tools, including Contour, a comprehensive fee-based advisory platform, and Unio, the award-winning advisor platform, with a fully integrated CRM and a paperless new account opening workflow. GCEFCU members now have instant access to Clear1, an intuitive and co-branded member-facing portal with single-sign-on integration from the credit union's home banking website.
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