Atria Division Signs Wealth Management Deal With Harvard Credit Union

view original post

Those solutions and services “drive scale and create efficiencies so credit unions and banks are positioned to grow and best serve their members,” according to CFS, which offers four program models.

Harvard credit union members have been requesting expanded financial services, and CFS “has a proven track record in the industry when it comes to implementing wealth management programs for credit unions,” according to Craig Leonard, CEO and president of the credit union.

“CFS’ expertise in building and growing wealth management programs from the ground up was a primary driver in our decision to partner with them,” Tom Montilli, the credit union’s chief experience officer, said in a statement.

“The ability to expand our credit union’s digital presence was also an important factor,” according to Montilli. “We wanted to keep our brand front and center and at the same time, offer the personalized support and solutions that our members expect. We found all that and more through CFS.”

(Image: Shutterstock)