Only about 10% of people say they would consult a credit union about investing a $25,000 windfall.
Toss out the rule book to increase retail investment and insurance penetration rates.
A successful retail program can also breed loyalty, boosting all areas of the business.
Gateway Services Group, a solutions provider CUSO, will host a series of free Webinars on best practices within a credit union's investment, insurance and trust departments.
Best practices within a credit union's investment, insurance and trust departments will be the focus of a series of free Webinars from solutions provider CUSO Gateway Services Group.