Wealth Management for Credit Unions: What it Is & What it Could Be

Robo-advisors can help CUs compete with the third parties that have been taking members and assets away from them.

By Mark Allen | November 09, 2020 at 12:53 PM

man providing wealth management services

While wealth management is not often the prime topic of conversation among credit unions, it is one that warrants attention. While many credit unions are focused on attracting new members with the best rates and newest mobile banking experiences, they are missing out on an element of their business that needs the same digital update – investing.

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