ST PAUL, Minn. -Affinity Plus Federal Credit Union will beoffering its 123,000 members some free financial advice soon,online and automated. The $973 million credit union has signed onwith Experion Systems to use its Loan and Deposit Account Advisorstool. The interactive solution emulates the dialogue of a financialadvisor in guiding members toward the best loan and depositproducts for them. "Choosing the right loan or deposit product canbe a daunting task for members. Our Automated Advisors educatemembers and conduct a thorough needs assessment that results in anoptimal product recommendation instantly. The member can then makean informed decision," said Ross Blair, CEO of Experion Systems(www.experionsystems.com) in Maynard, Mass. "We believe thatExperion's advisors will help us strengthen the relationship wehave with each member and allow us to continue to provideexceptional levels of member advocacy even as product linescontinue to expand and gain in complexity," said Phil Smith, vicepresident of lending strategies at Affinity Plus FCU(www.affinityplus.org).

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

  • Critical CUTimes.com 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 Law.com and GlobeSt.com.
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.