BENEFITS OF OWNERSHIP

JOIN THE CUSO EXPERIENCE

Work with Our Experts & Other Valued Partners

  • Strategic Guidance specific to Wealth Management by our Industry Experts

  • Specialized Access to our Strategic Partners

  • Increase Collaboration across CUSO Credit Union Partners

Improve Profitability with Increased Revenue & Decreased Costs

  • Increase Sales through Improved Advisor Education & Training

  • Increase Volume Purchasing Power with a Variety of Vendors

  • Access Preferred Pricing (Higher Commission Amounts from Aggregated Volumes)

  • Attract & Retain Valued Wealth Professionals within Your Organization

Create Exceptional Branding 

  • Deliver a Consistent Client Experience at All Stages of the Relationship

  • Focus on Planning & Value-Add (Reduce Risks Associated with CRMII)

  • Work with the CUSO Fulfillment Centre to Access Turn-Key Servicing

  • Create Efficiencies & Scalability with People, Process & Technology