 | Marketing support |
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Credential® offers credit unions targeted, compliant, and creative wealth management solutions that are focused on supporting the relationship cycle to drive sales results. These include campaign materials, brochures, client communications programs, newsletters, Web marketing tools, and permission-based email marketing communications. | |
| What we offer representatives: |
| Sales and Training support |
| Client Relations support |
| Online support through knowledgeXchange® |
| Marketing support |
| Compliance support |
| back credit union sales support |
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| Access to the knowledgeXchange extranet site is available to partner credit unions. Click here to register. | ||
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CLIENT RELATIONS HOURS OF OPERATION For Credential Asset Management or Ethical Funds® services:Monday to Friday (except statutory holidays), 6:00 a.m. to 5:00 p.m. PT For Credential Securities Inc. Broker Support:Monday to Friday (except statutory holidays), 6:30 a.m. to 5:00 p.m. PT | |