Bank / Credit Union

CUSO Financial Services partners with Clearview Federal Credit Union

June 8, 2023

CUSO Financial Services, a broker dealer, insurance and investment solutions subsidiary of Atria Wealth Solutions, has partnered with southwestern Pennsylvania-based Clearview Federal Credit Union to provide its services to the credit union's members. In particular, CUSO will offer its Unio platform for wealth management and the Clear1 portal and mobile app for a single sign-on into Clearview's banking website, according to a press release.

"As members' expectations evolve, we knew we needed the support of a wealth management firm with the industry experience and agility to adapt," Costas Grekis, VP of wealth management, Clearview, said in the release. "CFS is an innovative, responsive, and accountable firm delivering all that and more to our team and members."

"We're honored to have a credit union of Clearview's caliber join our team. We work diligently to create unique experiences for each of our financial institutions and Clearview is no exception," Brian Bichler, co-head of financial institution channel, Atria, said in the release. "From the beginning, our focus has been to understand their vision and challenges, and then develop a customized approach which includes an in-person training initiative, specialized support and smart, seamless solutions proven to enrich the financial professional and member relationship. Together, our opportunities are limitless."