Gulf Coast Educators groups with Atria for wealth-management tech | Credit score Union Journal

Gulf Coast Educators Federal Credit score Union in Pasadena, Texas, is working with CUSO Monetary Providers, a subsidiary of Atria Wealth Options, to broaden its funding companies program.

The $1.2 billion-asset credit score union introduced Wednesday that it has entered right into a multiyear settlement with the San Diego-based broker-dealer to enhance the companies supplied to members and improve its monetary advisory capabilities.

“As our membership continues to develop, so does our want to offer members with expanded wealth administration options,” Eric Stegall, chief working officer of GCEFCU, mentioned in a press launch. “The expertise at CFS is greater than a digital answer. It really enhances all the expertise for our members and empowers us to serve them with a holistic strategy to monetary planning.”

The credit score union has built-in CFS’s member-facing portal Clear1 into its residence banking web site, permitting its members to securely add monetary paperwork, view account info and converse with their advisors via texting.

“We’re so excited to start this partnership with GCEFCU,” Valorie Seyfert, president and co-founder of CUSO Monetary Providers, mentioned within the launch. “For 25 years, we’ve targeted on staying forward of the evolving wants of credit score unions. Our expertise and assets permit us to supply them the perfect expertise, a transparent path to develop their funding packages, and the devoted assist they should attain extra members whereas offering an distinctive member expertise.”

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