Defined Processes Create Consistency and Efficiency

One concern of many credit union executives is that the experience their member receives will be different depending on which advisor they meet.  At CuVantis Wealth Planning, we’ve solved that problem by defining and creating a process around every step of the member interaction.  From defined activity management to fill the advisor’s calendar, to the initial interview, the financial planning process, recommendations, onboarding and ongoing communication, we’ve adopted a systematized process in an effort to create a positive and consistent member experience.

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