Research has shown that 86% of credit union members feel it's important to have investment advisory services available from their credit union.*
As part of the commitment to help members get on the path to financial security sooner, CUNA Brokerage Services (CBSI) developed a powerful analytics and marketing tool called MEMBERS Inscope.
This actionable, data-driven analytics tool enables you to easily identify those members who would be most receptive to your investment and insurance products and services. Coupled with CBSI’s marketing support and expansive, turnkey library of resources, you will continually increase value to members; aligning them with the programs that best fit their financial goals.
Communicate with members on their terms. Our technology platform allows for a more transparent interface for members with consolidated views of member assets and real-time access to investment accounts for online trading and viewing.
Give us a call today to discuss how we can streamline your marketing and technology platforms to improve communication with members.
*“In Search of Member-Friendly Noninterest Income,” Rogers, Filene Research Institute, August, 2012