Gulf Coast Educators Federal Credit Union in Pasadena, Texas, is working with CUSO Financial Services, a subsidiary of Atria Wealth Solutions, to expand its investment services program.
The $1.2 billion-asset credit union announced Wednesday that it has entered into a multiyear agreement with the San Diego-based broker-dealer to improve the services offered to members and enhance its financial advisory capabilities.
“As our membership continues to grow, so does our need to provide members with expanded wealth management solutions,” Eric Stegall, chief operating officer of GCEFCU, said in a press release. “The technology at CFS is more than a digital solution. It truly enhances the entire experience for our members and empowers us to serve them with a holistic approach to financial planning.”
The credit union has integrated CFS’s member-facing portal Clear1 into its home banking website, allowing its members to securely upload financial documents, view account information and speak with their advisors through texting.
“We are so excited to begin this partnership with GCEFCU,” Valorie Seyfert, president and co-founder of CUSO Financial Services, said in the release. “For 25 years, we have focused on staying ahead of the evolving needs of credit unions. Our experience and resources allow us to offer them the best technology, a clear path to grow their investment programs, and the dedicated support they need to reach more members while providing an exceptional member experience.”