Members who are tech savvy, highly mobile and rarely visitbranches were those the $5.2 billion American Airlines FederalCredit Union took into consideration when it came to the table todiscuss 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 atways to boost the usage of investment services among its 223,500members. That meant looking at other providers to make ithappen.

“They helped us start our program, we did dual management,converted from a CUSO to a department in the credit union,” saidSherry Reams, managing director of the investment and insuranceprogram at AAFCU, regarding its previous provider. “With that said,as we grew the program, we wanted to look at other things thatwould help us grow the program even more.”