SAN DIEGO–CUSO Financial Services has been chosen by Arrowhead Credit Union to bring its core expertise of growing investment programs to the Inland Empire-based financial institution. CFS said that Arrowhead executives interviewed several broker-dealers before selecting CFS for its reputation and customized business planning strategies for the credit union.
“It’s important for us to offer a solid, reputable investment program, and CUSO Financial’s senior leadership team has a stellar reputation in the industry,” said Emily Friesen, senior vice president of strategic marketing for Arrowhead. “During the interview process, I was impressed with the strategies CFS modeled on how to grow our program. And, everyone I met had an obvious, genuine love of their job. It was clear they are a solid company that is going to provide us and our members with an exceptional service experience.”
Arrowhead Credit Union has 125,000 members with approximately $937 million in assets and 11 branches in Southern California cities.
“Tailored customer support is our top priority,” said Valorie Seyfert, CEO. “Our concierge approach allows us to proactively anticipate and address the needs of our financial institutions. We are right-sized, with the scale to provide sophisticated services and technology advancements that credit unions desire, and the resources to support priorities such as compliance oversight, ease of doing business, and responsiveness for every client.”