Strategic Alliances
Strategic Alliances
Tricorp is proud to expand its products and services by forging alliances with trusted CUSOs and partners. The organizations below support Tricorp by providing high-level expertise and competitive solutions to our member credit unions.
Primary Financial is a CUSO owned jointly by Tricorp and other corporate credit unions. Its certificate of deposit program, called SimpliCD, enables credit unions to invest funds in federally insured CDs or generate liquidity quickly through CD issuance into a nationwide market of potential investors.
Live offering rates are available for each credit union through Premier View, where purchases can be made directly.
CU Investment Solutions (CU-ISI) is a broker/dealer CUSO owned jointly by Tricorp and other corporate credit unions. Through CU-ISI, credit unions have access to a trusted brokerage partner that can offer competitive bond prices, up-to-date market information, and efficient investment execution.
CU Investment Solutions is registered with the Securities and Exchange Commission (SEC) as a broker-dealer under the Securities Exchange Act of 1934. CU Investment Solutions is also registered in the state of Kansas as an investment advisor under the Kansas Securities Act. CU Investment Solutions is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). You can review the background of this firm and its registered representatives on FINRA’s BrokerCheck.
The Asset & Investment Management (AIM) group has been providing ALM services to credit unions since 1992. ALM is a point of emphasis for credit unions of all sizes, which is why Tricorp has partnered with AIM.
The AIM service includes a comprehensive reporting package your credit union can receive quarterly, semi-annually, or annually. AIM also delivers services on request, such as ALM validations, deposit analyses, liquidity stress testing, and education and training.
Tricorp has partnered with Sallie Mae on the Smart Option Student Loan® program. This program opens the door to credit unions looking to help students and families solve the complicated puzzle of paying for college and graduate school while generating fee income for credit unions.
The Sallie Mae suite of loans expands your credit union’s product line at no cost. You can offer valuable products that can attract and retain members, meanwhile generating fee income without any upfront investment from your credit union.
CU Business Group (CUBG) is a CUSO that provides comprehensive support for credit unions seeking to begin or expand their business services. CUBG’s experienced professionals provide credit underwriting expertise with guidance on strategy, policies, and business deposit services.
From planning to servicing, compliance to consulting, pricing to prospecting, CUBG provides the expertise and resources to make your business services program successful.
Strategic Partners, Expanded Solutions
Interested in learning more about what these organizations can offer?