8 Min.
Meet the Luminaries: Brian Bichler, CUSO Financial CUTimes Perspectives podcast
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- Wirtschaftsnachrichten
What service enabled credit union financial advisors to realize a 71% surge in new clients per month and an impressive 23% higher profit margin? It was CUSO Financial Services TeamAssist, and those numbers earned it a place among the 2023 Credit Union Times Luminary finalists for Product Innovation.
In this episode of the Meet the Luminaries podcast series, Brian Bichler, Co-Head of Financial Institution Channel for CUSO Financial Services, looks at what being named a Luminaries finalist means for the Atria Wealth Solutions company.
You’ll also hear:
Which challenges CUSO Financial had to overcome to create a successful service; How data sets and other best practices were incorporated into the development; and Where CUSO Financial is setting their sights on for the future.
What service enabled credit union financial advisors to realize a 71% surge in new clients per month and an impressive 23% higher profit margin? It was CUSO Financial Services TeamAssist, and those numbers earned it a place among the 2023 Credit Union Times Luminary finalists for Product Innovation.
In this episode of the Meet the Luminaries podcast series, Brian Bichler, Co-Head of Financial Institution Channel for CUSO Financial Services, looks at what being named a Luminaries finalist means for the Atria Wealth Solutions company.
You’ll also hear:
Which challenges CUSO Financial had to overcome to create a successful service; How data sets and other best practices were incorporated into the development; and Where CUSO Financial is setting their sights on for the future.
8 Min.