What service enabled credit union financial advisors to realize a 71% surge in new clients per month and an impressive 23% higher profit margin? It was CUSO Financial Services TeamAssist, and those numbers earned it a place among the 2023 Credit Union Times Luminary finalists for Product Innovation.

In this episode of the Meet the Luminaries podcast series, Brian Bichler, Co-Head of Financial Institution Channel for CUSO Financial Services, looks at what being named a Luminaries finalist means for the Atria Wealth Solutions company.

You’ll also hear:

  • Which challenges CUSO Financial had to overcome to create a successful service;
  • How data sets and other best practices were incorporated into the development; and
  • Where CUSO Financial is setting their sights on for the future.

Click to listen to the full-length podcast, or click here for a condensed video version.