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 credit union partners structure their wealth management business so that they can be competitive, yet still maintain strong community roots and a solid relationship with their members.

We are also committed to sharing our success with our credit union partners. Our profitability rebate is designed to put money back into the communities that use our services.

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 to 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, a credit union 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 to your credit union.


	Customized solutions for members

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

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


	Serving members, 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 credit unions to provide their members with access to a customized range of product solutions — from mutual funds and discretionary wrap accounts to insurance products — that will satisfy each member's changing situation.

Not only does this help credit unions remain competitive, it enables them to build lifelong relationships with members.


	Supporting your credit union

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

And while all credit unions put their members first, we understand that each credit union and the specific expectations of your members sets the nature and character of your service commitment.

Our intention is to strengthen and support your credit union'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 at at a local credit union.