WICHITA, Kan. – Meritrust CU has signed with CUSO Financial Services L.P. to switch its investment services program to the San Diego-based company.
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The deal calls for CUSO Financial to provide the $660 million credit union with broker dealer services and back office support.
CUSO Financial will offer back office efficiencies through its fully-integrated technology support platform, dataVISION, as well as marketing and compliance support. Meritrust officials expect the revised program to boost performance through enhanced delivery of services both electronically and in-person.
