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Members who are tech savvy, highly mobile and rarely visit branches were those the $5.2 billion American Airlines Federal Credit Union took into consideration when it came to the table to discuss retooling the cooperative’s investment program.

After 10 years with a major industry company, the Fort Worth, Texas-based credit union knew it was time to take a hard look at ways to boost the usage of investment services among its 223,500 members. That meant looking at other providers to make it happen.

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