CARLSBAD, Calif. – XCU Corporation, Inc. has partnered with Landmark’s CU Broker software as the preferred solution for contact management and sales and referral tracking for its partner credit unions. XCU Corp. is the holding company for XCU Capital Corporation, Inc., a credit-union owned broker/dealer. The new broker platform, CU Broker, Landmark’s flagship Branch Sales Automation product, gives users real-time information on customers across all lines of business to find cross-selling opportunities, track sales, referrals, events and more while reducing overhead and eliminating non-value added business practices, according to XCU Corp. CU Broker assists in centralizing the contact database across the entire credit union and automating the referral process. New electronic smart forms aim to improve the compliance review and archival process of new account forms within XCU’s back office. XCU will roll out the new platform to a select group of credit union accounts, and will begin to administer support and training for their clients throughout the next several months. XCU currently partners with 30 credit unions, has 46,000 clients with more than $1.6 billion in assets under administration.

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including and

Already have an account?


Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including and

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2023 ALM Global, LLC. All Rights Reserved.