Why Should Wealth Management Be Core to Your Credit Union?

If your investment services program isn’t seeing optimal results, you may need to shift your focus.

A recent study shows credit unions that make wealth management a core offering – like deposits and lending – help more members, increase revenue and drive loyalty.1 And, in today's uncertain time, it's more important than ever for your members to have a plan in place to help secure a successful financial future.

Make Wealth Management Core

What distinguishes top-performing credit unions? They know the importance of making wealth management core. This infographic explains why – and helps you begin to understand how – you can elevate your investment services program.
5 Reasons Why Your Wealth Management Services Aren’t Measuring Up

Wondering why your investment program isn’t performing the way it should? This list helps you see what successful credit unions are getting right that you may be getting wrong.
Building an Advisor Army

One of the first steps to make wealth management core to your credit union is to hire more advisors. But that’s only the beginning. Use this list of benchmarks to set your goals and move your program to the next level.
Want to Learn More?

Your credit union may be missing opportunities to help more of your members achieve financial security. Learn more about how and why you should make wealth management core to your credit union with our Best Practice Guide, Checklist, White Paper, and more. To access, fill out this quick form.

1Kehrer Bielan, Making Wealth Management Core in Credit Unions, February 2019