Credential® :: Strategy & Misson

STRATEGY & MISSION

In the current marketplace, it can be challenging for smaller, community-based financial services organizations to compete against large nationals and multi-nationals.

Our desire is to help our partners structure their wealth management business so that they can be competitive, yet still maintain strong community roots and a solid relationship with their clients.

Our Mission Statement
Credential^® is committed to being a trusted and credible provider of wealth management solutions and services by delivering leadership, valued advice, and innovative solutions to credit unions, their members, and select external partners.

Credential is focused on exceeding customer expectations, building shareholder value, and creating a productive working environment for employees.


	Providing wealth management essentials

To compete successfully with banks, insurance companies, and investment firms, credit unions and independent investment firms must be able to provide the following:

	A targeted selection of integrated wealth management solutions.
	Qualified professional expertise in providing knowledgeable advice.
	A sound member-relationship strategy.
	Delivery of solutions and services across a variety of channels to suit member needs.

Credential can deliver all of these components of wealth management.


	Customized solutions

Each community is made up of individuals with distinct circumstances and needs. Our partners have traditionally excelled at responding to the unique situation of each and every client, in a way that larger financial institutions aren't able to.

With our variety of products — including many customized solutions — our partners can uphold this tradition by targeting the special needs of particular clients, such as high net worth clients or small business owners.


	Serving clients, always

As people move through life, their wealth management and investment needs evolve. Their financial services provider must be able to provide the counseling and products that suit these changing needs.

Credential makes it possible for our partners to provide their clients with access to a customized range of product solutions — from mutual funds and discretionary wrap accounts to insurance products — that will satisfy each client's changing situation.

Not only does this help our partners remain competitive, it enables them to build lifelong relationships with clients.


	Supporting you

The brand and identity of each credit union and independent investment firm is unique — built on history and heritage, and reflecting the communities each serves.

And while all partners put their clients first, we understand that each partner and the specific expectations of your clients sets the nature and character of your service commitment.

Our intention is to strengthen and support your partner's assets. That's why we work directly with you to develop strategies and a product line-up suited to your unique business requirements.

This reinforces your position as a financial institution that serves and understands all the members of your community.



			Credential Investment Products are available near you.