Double your online referrals. 

We have a proven remote delivery solution that makes it easier for programs to attract clients and drive referrals through online channels. Ou r    Financial Management Center is  a turn-key system t o build awareness of your investment services, add educational resources to your website, and drive referrals  to your investment advisors.

Click on the "Email Me" button and type "Demo" in the subject line to schedule a demo of our Financial Management Center and other technologies.
Connie L. Gregory
SVP, Business Development
CUSO Financial Services, LP and
Sorrento Pacific Financial, LLC
Proven Statistics, Actionable Advice, and Smart Tactics 
Financial Management Center 

As your clients begin to favor electronic means of doing business over in-branch visits, increasing your financial institution's online presence becomes critical. The same is true for your investment program. As in-person visits decrease, it's imperative to increase online awareness-building programs for the investment services you offer. 

The Financial Management Center (FMC) provides smart calculators, customized to your financial institution's branding style, to help your clients see where they stand in relation to achieving various investment objectives: Retirement, College Savings, Inheritance, Changing Jobs, IRA Options, and Starting Investing. We have found that online visitors who engage the self-evaluation tool request investment advisor follow-up calls and appointments at double the rate of more traditional direct mail campaigns.

The FMC also provides significant marketing tools for promoting in-branch activities such as seminars. Building custom event pages for topic-specific seminars means your investment advisors can better target, promote, and drive attendance for these client-loved events.

Best of all, as part of your affiliation with CFS/SPF, the FMC is complimentary. Join CFS/SPF to increase online engagement for YOUR investment program. If you'd like more information about the Financial Management Center, contact Connie Gregory in Business Development today at or 858-530-4440.

Happy Client Testimonial
"Content marketing is critical to our industry, as is having multiple lines of communication to attract different audiences like baby boomers and millennials. The FMC is very cost efficient and highly customizable, and has transformed our membership communication abilities!"

~ Ewelina Caplap, 
Coastal Credit Union
In the News
Read our press release announcing our 20th anniversary this year.
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In the News
Read our press release announcing our new Tech Innovation Award.
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CFS/SPF Fast Facts 
  1. Focus on Financial Institutions
  2. Celebrating 20 Years of Consistent Growth
  3. Stability: the Same Leaders since 1996
  4. Strong Compliance Record
  5. Breadth & Depth of Product Selection
  6. Flexible Program Types
  7. Today's Commitment to Tomorrow's Technology

If you'd like to learn more about how CFS/SPF can help your investment program, please contact us. For industry and company news, follow us at our CFS LinkedIn and SPF LinkedIn pages. 

Let's talk! 
Connie L. Gregory
SVP, Business Development
CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC
(858) 530-4440