Selling Payments and Wealth Management Services

3/24/2018

CEO Connect: May 2019

Selling Payments and Wealth Management Services

In this installment of CEO Connect, Selling Payments and Wealth Management Services in an “Age of Continuous Connection”, CUSG CEO Dave Adams discusses an opportunity for credit unions in better helping members save and invest. Traditionally a challenging topic for credit unions, wealth management services is a must for financial institutions who wish to compete with the likes of E-Trade, Acorns, Green Dot and others. Likewise, payment relevance is another category for credit unions to keep an eye on. Read the CUInsight article for May 2019.



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