Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Cetera Announces Strategic Relationship with Abound Credit Union

Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services

Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s financial institutions community – will provide insurance solutions and investment advisory services to Abound, which will leverage Cetera’s integrated technology, robust growth and operations support, and advice-focused platform.

“We are proud to partner with Abound Credit Union to collaborate in offering expanded solutions and enhanced service to their members,” said LeAnn Rummel, president and CEO of Cetera’s financial institutions community. “As the affiliation partner of choice for financial institutions looking to enrich client experience and elevate their business, we look forward to empowering the delivery of an Advice-Centric Experience to Abound members. Our firms’ shared values and vision make this a strategic relationship that will benefit members and both firms for years to come.”

Latest Fintech News: Uplinq Looks East with fundii Partnership

For more than 38 years, Cetera Investment Services has empowered financial institutions to deepen client connections and expand their services with customized support that helps financial professionals meet their members’ full lifecycle needs. The partnership provides Abound Credit Union financial consultants access to a wider array of tools, technologies and solutions, including AdviceWorks – Cetera’s award-winning platform for financial professionals and members – and Growth360, Cetera’s peer-based methodology that helps financial professionals learn from and incorporate the successes of their fastest-growing peers. More than 1,000 Cetera-affiliated advisors have participated in the Growth360 program, which has identified key metrics and opportunities for financial professionals to grow their businesses.

Latest Fintech News: Clickatell Secures $91 Million in Oversubscribed Series C Funding for US Expansion

“Cetera has a first-rate reputation for delivering the best service and support in the industry, and we look forward to working together to provide more solutions and expanded services for our members,” said Marc Prasch, Abound’s Chief Member Experience and Operations Officer. “We appreciate the additional support, resources and access to senior management that Cetera offers, and we know that our members will be better equipped to achieve their version of financial wellbeing thanks to Cetera’s expertise and guidance.”

Based in Radcliff, Kentucky with $2 billion in assets, Abound is a leader in financial education, supporting the military community and helping hardworking Kentucky families thrive.

Latest Fintech News: Banking App for Gig Workers Announces Partnership with Steady

[To share your insights with us, please write to sghosh@martechseries.com]

Related posts

Avidxchange Launches New Purchase Order Functionality For Leading Middle Market Accounting Systems

Fintech News Desk

Teampay Raises $5M in Oversubscribed Funding Round Led by Fin Venture Capital

Fintech News Desk

Microsoft licenses Crowe Lease Accounting Optimizer for Microsoft Dynamics

Fintech News Desk
1