COLORADO SPRINGS, Colo.–Air Academy FCU here has selected San Diego-based CUSO Financial Services to manage and run its investment program. The $603-million Air Academy has more than 48,000 members, and is one of credit unions representing more than $7 billion in assets that have moved their investment programs to CUSO Financial Services in the last year, the company said.
“We chose to partner with CFS because of their deep understanding of credit unions and credit union membership,” said AAFCU CEO Glenn Strebe. “We were also impressed with the dataVISION advisor platform’s ability to fully support our ‘all things mobile’ strategy, integrating seamlessly with our online and mobile banking systems and My Portfolio View enabling clients to view their portfolio from any device. The transition from our previous broker dealer was flawlessly executed in just 90 days. The CFS team is absolutely outstanding – from precision project management to exceptional program support and training. Within the first 30 days, our program rep had already built strong internal relationships, garnered new program enrollments, and begun converting our previous book of business.”
CFS said in a statement that tailoring investment programs to serve credit union needs, with a focus on both customer service and innovative multi-channel and remote delivery technologies, has served it well for over two decades. Operating models range from fully-managed to dual-operation, or a hybrid; all models include access to the award-winning, paperless account management platform, dataVISION, and its integrated client portal, MyPortfolioView, the company said.
“Our industry leadership in both advisor- and client-facing technology, coupled with our ‘white glove’ approach to customer service, has resulted in us helping credit unions to materially grow their investment programs,” said CUSO Financial Services President and CEO Valorie Seyfert.