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