X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

ST PAUL, Minn. -Affinity Plus Federal Credit Union will be offering its 123,000 members some free financial advice soon, online and automated. The $973 million credit union has signed on with Experion Systems to use its Loan and Deposit Account Advisors tool. The interactive solution emulates the dialogue of a financial advisor in guiding members toward the best loan and deposit products for them. “Choosing the right loan or deposit product can be a daunting task for members. Our Automated Advisors educate members and conduct a thorough needs assessment that results in an optimal product recommendation instantly. The member can then make an informed decision,” said Ross Blair, CEO of Experion Systems (www.experionsystems.com) in Maynard, Mass. “We believe that Experion’s advisors will help us strengthen the relationship we have with each member and allow us to continue to provide exceptional levels of member advocacy even as product lines continue to expand and gain in complexity,” said Phil Smith, vice president 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.

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

  • 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.

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 TreasuryandRisk.com and Law.com.

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

Copyright © 2020 ALM Media Properties, LLC. All Rights Reserved.