Full Service Back Office Support Functions

CFS is a full-service broker dealer that simplifies your investment program operation by managing administrative functions for you. Through the combination of our sophisticated and robust online account management platform, dataVISIONĀ®, and our experienced team of back office staff, we have the comprehensive resources necessary to help grow your credit union program and service your members' investment and insurance needs.

Robust Technology + Human Expertise = Winning Combination

By combining highly advanced technology with expert human resources, CFS assures the integration and efficient management that you desire for your investment program. Our support includes contact management and asset aggregation tools, extensive sales reporting, business planning and marketing support including a library of pre-approved market-tested materials, compliance and registration assistance, commission payment processing, and sales recognition programs.

dataVISION is an Internet based, paperless management platform developed specifically for financial institutions. It is designed to be a turnkey, fully integrated solution for advisors, sales assistants, operations, compliance, and management staff. Through its integration with Pershing, dataVISION allows for real time trading, data aggregation and more. All workflow to and from CFS is automated through dataVISION to assure a secure and efficient means of communication between the back office, OSJs, program managers and advisors.

Back Office Staff You Can Depend On

We currently maintain a ratio of about five full time advisors for each back office staff member. Additionally, CFS departments cross-train to ensure that someone is always available to answer your questions. The average tenure with CFS is more than five years and the majority of our staff members have more than 15 years experience in the securities industry.

With CFS, your team will have more valuable time to spend with customers, while we focus on managing important back office functions.