CUNA Brokerage Services, Inc. (CBSI) for Credit Unions
Establishing an investment relationship with your credit union members means you serve them better. Their loyalty increases and they’re far more likely to have a first mortgage or a vehicle loan through the credit union.
Yet, despite placing more trust in a credit union-backed brokerage than other full-service investment firms, only about 3% of members (on average) participate in their credit unions’ wealth management programs.*
What accounts for this gap?
- Fear about the process. Members can feel intimidated about investing and financial planning.
- Perceived complexity. Many feel the complexities of products, markets and strategies are too difficult to understand.
- Uncertainty about access. Some members don’t know where to turn or how to get help. In fact, 54% of members don’t know if their credit unions offer an investment program.*
*“The Value of an Investment Client to a Bank or Credit Union,” Kehrer Bielan, 2015.
With proven success strategies and hand-in-hand partnership, we foster a joint commitment to making an investment services program core to your credit union’s offerings. Our decade-after-decade roots in serving the nation’s most prominent and successful credit unions mean insights and experience found nowhere else.
It’s time to put more members on a path to success. It’s time to replace their barriers with confidence and opportunity. It’s time for wealth management the credit union way.
Learn more about a CBSI program for your credit union
To learn about the services offered by CUNA Brokerage Services, Inc., please review our Form CRS.
For further information regarding CUNA Brokerage Services, Inc., please see disclosure page.
FINRA's BrokerCheck
Learn more about our firm’s background and investment professionals