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If you have an in-house investment solution, you are probably evaluating it on a regular basis to ensure that you are offering your members the best products and services, while doing it as efficiently as possible and meeting all of your objectives. But how are you establishing those objectives? If you are simply looking at results of the current year versus the prior year, you may be missing some important considerations.

Want to see how your program stacks up in terms of industry best practices? Take the survey and learn where you can make adjustments that will take your program to a new level.

Take the Benchmarking Survey

If you don’t yet have an investment program, your members must go elsewhere for those services. By providing investment options through the credit union, you can offer your members even more value and convenience.