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Experion Signs Orange County TCU for Retiree Package, 66 FCU for Product Matching

MAYNARD, Mass.- Experion Systems, a vendor of automated advice technology has signed Orange County Teachers Federal Credit Union, Santa Ana, Calif. as a client of its new retirement planning package for members. Sandra deChastain, director of retirement and investments for Orange County's CUSO, said the Experion module "will allows us...

By Staff Writer | Updated on August 24, 2004

MAYNARD, Mass.- Experion Systems, a vendor of automated advice technology has signed Orange County Teachers Federal Credit Union, Santa Ana, Calif. as a client of its new retirement planning package for members. Sandra deChastain, director of retirement and investments for Orange County’s CUSO, said the Experion module “will allows us to easily dispense the guidance that our members need” in the retirement area. DeChastain said OCTFCU is “extremely pleased to be expanding our relationship with Experion” on automated advice services “by adding 403b/457 retirement planning guidance and general wealth management assistance.” The California CU said it saw a “a huge opportunity to help our members with their investment needs” through “deepening relationships.” OCTFCU with $4.7 billion in assets has 300,000 members in southern California. In other news from Experion, the $368 million 66 FCU has selected Experion Systems Consumer Loan Advisor Technology to assist it with matching members with products. The staff at 66 Federal Credit Union will use the Advisor to guide members through a comprehensive needs assessment process that will recommend the best product and service for that member. The Advisor will also be available on the Internet for use by 66 members directly.

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