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InTouch CU's Wealth Management Investment Program Recognized for Outstanding Performance in Investment Services
Wednesday, September 4, 2013 6:55 AM

InTouch CU’s (Plano) investment services group, with registered representatives affiliated with broker dealer and Registered Investment Adviser CUSO Financial Services, LP (CFS) has received the CFS’ 2012 Breakthrough Award.

The Breakthrough Award recognizes the significant growth of a credit union’s investment and insurance program revenues throughout the year. The Wealth Management department at InTouch CU was able to strengthen its program and generate additional revenue by delivering investment, insurance and retirement planning services to the credit union member base.

“We are proud to be acknowledged for our Wealth Management team’s accomplishments and the excellent service delivery that they have provided to our members over the years. This award is testament to their expert knowledge and stellar customer care,” said Diane Gerstner, executive vice president of InTouch CU.

The annual awards are presented by CFS as a way to recognize outstanding investment and insurance programs for their dedication to high standards, commitment to superior service and outstanding performance that helps each organization meet and exceed its goals.