Retail investment clients can now capture document images via their mobile devices and send them to credit union financial advisers.
Financial advisers share which mobile apps they use on the job and how the tools help them achieve educational and financial goals.
The Banking Insurance & Securities Association honors CFS' mobile scanning app and executive Kevin Mummau.
Mobile app allows financial advisers to manage accounts in the field.
Nearly seven years ago, changes to Coastal Federal Credit Union’s investment program were put in place to help build a stronger presence with members, many of whom had long-time ties to IBM, the cooperative’s original sponsor.