To help those credit unions that want to make retail investment services a core component of their product and service lineup, Xtend Inc. and CUSO Financial Services LP have come together to make it happen.
After having discussions about what collaboration between the two companies could mean for the members of the 165 credit unions that Xtend serves, both CUSOs came up with a strategic marketing agreement to bring investment services to members of Xtend's mid-market customer-owners, according to Xtend.
The San Diego-based CUSO Financial is a broker-dealer and investment adviser providing investment and insurance services to more than 150 credit unions nationwide.
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