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 video Meet the Luminaries presentation, Brian Bichler, Co-Head of Financial Institution Channel for CUSO Financial Services, describes how the Atria Wealth Solutions company went above and beyond to meet the needs of credit unions.

You’ll also learn:

  • What being named a Luminaries finalist means for CUSO Financial;
  • How the successful efforts that led to TeamAssist came about; and
  • Where CUSO Financial is setting their sights on for the future.

Click to watch the video, and for the full-length podcast version, click here.