The reality is that while the rest of the financial planning industry has evolved, the basic model credit unions use to deliver investment services hasn’t changed in more than 30 years. While more consumer-friendly fee-based asset management and comprehensive planning have long been the norm for investment advisory firms, traditional credit union programs are still dominated by commission-based sales. While new technologies are constantly providing a better member experience, traditional programs continue to struggle with outdated tech.
At CuVantis Wealth Planning, we’ve created an entirely new model. We’ve gotten rid of commission-based sales and outdated technology. Instead, we offer salary-based advisors and the technology solutions expected by today’s members. Our entire focus is on how to help members achieve their goals. From tiered services and tiered pricing that makes help available to all your members, to financial planning and technology-assisted investment management, we’ve brought a whole new experience to credit unions and their members.