Wealth Management for Credit Unions: What it is & What it Could Be

Wealth Management for Credit Unions: What it is & What it Could Be

Who are a credit unions’ most valuable members? Typically, it is those who hold multiple accounts, including savings, loans and investment accounts, as those are the members who have a strong relationship with the credit union and value it as their primary financial institution. Members who invest in a credit union are particularly important because they are also the most loyal.