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CUSG (CU Solutions Group) is a national Credit Union Service Organization (CUSO) that specializes in providing technology, marketing, human resources, and financial empowerment solutions for credit unions and financial institutions. The company focuses on enhancing member experiences, streamlining operations, and fostering growth through tailored services. CUSGs offerings are divided into four main categories. Its technology solutions include custom website design and hosting, digital accessibility tools, and financial calculators. The marketing solutions encompass customer experience platforms, full-service campaigns, and data analytics software. In human resources, CUSG provides performance management technology, compensation analysis tools, and automated learning management systems. Additionally, the financial empowerment segment features estate planning services and a consumer rewards program to enhance member loyalty. With over 300 clients, CUSG is committed to delivering secure and compliant digital solutions, further strengthened by its recent acquisition of InetSolution. The company actively engages with its clients through webinars and innovative services, aiming to create brand ambassadors and improve overall member satisfaction.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Legacy National Bank is a Springdale, AR-based company in the Financial Services sector.
Grundy National Bank is one of the leading companies in the Financial Services sector.
Sterling Bancshares (Sterling Bancshares)is a bank holding company that operates through its subsidiary, Sterling Bank (the Bank).