Published on 09-04-2018
Categories: Coastal News
Coastal Wealth Management, *available through CUSO Financial Services, L.P., is the recipient of the Gold Level Impact Award for Marketing, presented by CUSO Financial Services (CFS). This is the second consecutive year that Coastal Wealth Management has earned the award. Additionally, Jonah Kaufman, CFS financial advisor, was recognized with a bronze level Pacesetter Award for meeting production goals and providing outstanding client service.
Coastal Wealth Management was selected for high quality and exceptional results attributed to 2017 marketing activities. Award criteria looked at how well they identified and engaged new clients through campaigns, particularly activities outside of branches.
Among the 2017 activities that contributed to the Impact Award include:
The awards were presented at the CFS 2018 Annual Conference in San Diego earlier in August. Wealth Management Operations Manager, Ewelina Caplap, was a guest speaker at the conference in which she presented “Making an Impact on Your Program”. Marketing, social, analytics, and communication around credit union wealth management programs were among the topics she covered in the one-hour presentation.
Coastal Credit Union is a not-for-profit, member-owned, financial cooperative, offering a full range of financial products and services. Coastal was chartered on August 31, 1967 with the mission of fostering the credit union philosophy of “people helping people.” Today, with $3 billion in assets, Coastal serves 250,000 members from 1,700 business partners and is among the leading financial institutions in North Carolina. Coastal operates 22 branches in central North Carolina and serves members in all 50 states through a network of 5,000 shared branches, 80,000 surcharge-free ATMs, mobile banking featuring mobile check deposit, and a robust offering of online services at www.COASTAL24.com. For more Coastal news, visit our online newsroom.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.