Credit Union Financial Network

Our Solutions

Credit Union Financial Network understands that to have a successful investment program within your credit union you need a partner able to provide superior support of the financial services program. We've become that superior support provider; by staying true to our mission of only providing services to credit unions, offering non proprietary products, and by providing value to the membership with their investments, insurance, business and trust services needs.

Credit Union Financial Network is an all in one partner for credit unions wishing to add additional value added services to your members. Along with leadership in investment program management, CUFN offers non-traditional services such online financial planning to reach your internet savvy members. We offer support and assistance in everything from the recruiting of a financial advisor, developing and implementation a marketing strategies for your program, individual and group employee branch training, community and SEG education workshops, and managing all aspects of the broker/dealer relationship.

Enriched Member Value

Establishing and maintaining member relationships is top priority of all credit unions. Offering a variety of financial products and services is is another way to gain and retain your membership. CUFN is an excellent resource offering the implementation tools that address this issue.

Our philosophy of superior service support offers a higher value to your members and is very unique among CUSO providers today. While most companies are trying to do away with personal contact with the client, CUFN highly encourages the advisor to meet with not only their current clients but also with credit union members who might not understand what services offered by the Financial Services Program, the credit union employees to educate them on non-traditional products available, as well as SEG financial education workshops.

Whether members prefer to meet with an advisor or use the internet to do their financial planning, CUFN has a solution to accommodate their needs.

Credit Union Focused

The fact that we focus on working with credit unions is something that sets CUFN apart from other financial services providers. We understand how credit unions work, what's important to you and your members, and what products and services strengthen member loyalty.

Currently, CUFN is partnered with thirteen credit unions in Arizona with more than $252 Million assets under management.

CUFN and You

We'd be delighted to discuss offering our unique style of financial services management to your members. While there are many standards to our program, your program with us will be unique to meet your specific needs.