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727 Allston Way, Suite C | Berkeley, CA 94710
SVP Sales & Business Development
Phone: 510-848-0606 | Fax: 510-848-0608
Service Areas: Retail Investments, Mobile & Online Services, Online Fraud/Security
Access Softek, Inc. lives on the cutting edge of digital banking technology. Dedicated to innovation and continually improving the member experience, Access Softek’s most recent innovations include: an easy-to-use automated investment tool completely integrated within mobile and online banking; biometric call center authentication designed to improve security and reduce call times; and a fraud control tool which uses machine learning and a deep neural network to prevent fraud. These are the latest steps in Access Softek’s history of innovative digital banking firsts, which include the first app-based mobile banking; first web-based Personal Financial Management (PFM); and first triple play of app, WAP, and SMS banking. Since 2004, Access Softek has continued to deliver industry firsts to over 400 bank and credit union customers from its Berkeley, California headquarters. Learn more at AccessSoftek.com.
4952 Warner Avenue Suite 105 | Huntington Beach, CA 92649
Service Areas: Market Research, Retail Investments
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Phone: 6023757384 | Fax: 6028438377
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
10150 Meanley Drive, First Floor | San Diego, CA 92131
Executive Director, Business Development
Phone: 8585304440 | Fax: 8588826593
Service Areas: Member Financial Planning, Member Retirement Planning, Retail Investments
Established in 1997, CUSO Financial Services, L.P., specializes in placing and supporting investment programs inside credit unions. Through our partnerships, the company provides customized investment and insurance solutions to over 185 credit unions across the country.
With our sister broker-dealer, Sorrento Pacific Financial, LLC, we’ve grown to more than $30 billion in AUA. Our focus is on providing leading wealth management services including the best tools, technology, resources and customized solutions to support credit union growth, by assisting members in achieving their financial goals and deepening the relationship through every touchpoint.
200 North Sepulveda Boulevard #1300 | El Segundo, CA 90245
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement Planning, Retail Investments
14025 Riveredge Drive, Suite 280 | Tampa, FL 33637
Vice President Trust and Investments
Phone: 8136005245 | Fax: 8139087053
Service Areas: Member Estate Planning, Retail Investments, Institutional Investments
12325 Port Grace Blvd. | La Vista, NE 68128
First VP of Financial Institutions
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments
155 E Boardwalk Drive, Suite 300 | Fort Collins, CO 80525
Service Areas: Retail Investments
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036