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CUNA Brokerage Services, Inc. Announces Key Technology Relationship with Amicus, Inc.
Online Business Information Portal Streamlines Communication and Trade Activities for Companys Reps
Amicus, provider of compliance, web management, and financial technology, offers new portal service to CUNA Brokerage Services, Inc. New online system to include electronic trade blotter system designed to comply with PATRIOT ACT initiative.
FOR IMMEDIATE RELEASE
Contact CBSI:Rick Uhlmann
Media Relations Manager
800.356.2644, ext. 8940
rick.uhlmann@cunamutual.com
Contact Amicus Inc.:Stephanie Grimsley
Sr. Product Marketing Manager
800.419.0150, ext. 3472
pr@amicus.com
CUNA Brokerage Services, Inc. Announces Key Technology Relationship with Amicus, Inc.
Online Business Information Portal Streamlines Communication and Trade Activities for Companys Reps
CUNA Brokerage Services, Inc. (CBSI) (www.cunabrokerage.com), the securities broker/dealer for the CUNA Mutual Group, today announced the selection of Amicus, Inc. as its online technology vendor housing the companys representative web presence. CBSI will utilize the services of Amicus to support CBSIs web-enabled communication and business operations initiatives for the broker/dealers registered representatives.
"Our focus has been on delivering a superior representative experience for accessing, acquiring, updating, and viewing trade and business information," said Brad Buss, CBSI AVP Brokerage Technology and Support "The launch of our online communication and business processing portal gives our registered representatives a single site to access the tools that will save them time and resources."
Faced with the challenge of serving multiple categories of registered individuals, CBSI utilized Amicus hosted platform to address the security and access needs of the many groups. Through the group-level security feature, information and links are personalized to the specific tasks and information relevant to the user and his or her primary role. Additionally, the single-point-of-access technology allows authorized users to view other corporate intranet pages within the CBSI portal.
"Ease of access, and integration of a variety of information and technology sources were primary concerns for our portal development," said Joyce Chase, CBSI Development and Support Manager. Our selection of Amicus was based upon their knowledge of the financial services industry and their ability to create a seamless integration for our different user groups."
Additional products planned for inclusion in the business management portal include an online trade blotter system, Amicus eBlotter. Amicus eBlotter is an online trade records management system allowing financial planning professionals to enter trade blotters, review submitted records, and track the compliance review process. Additionally, Amicus eBlotter is the first Web-based trade blotter tool designed to take feeds from trading clearing systems -- reducing entry and processing time.
Committed to developing accessible, easy-to-use technology, Amicus specialized portal approach allows us to meet the unique needs of our customers," said Rick Johnson, CEO, Amicus. "We are pleased to be involved in such a significant relationship that fulfills the promise of superior, online technology to CBSIs representatives."
About CUNA Brokerage Services, Inc
CUNA Brokerage Services, Inc. (CBSI), located in Waverly, Iowa, is CUNA Mutual Groups securities broker/dealer and is one of the products/services offered through MEMBERS Financial Services. CBSI delivers a full-range of quality investment products to credit union members through their credit unions, including variable insurance products, securities programs and professional services related to the securities industry. The CUNA Mutual Group is the leading financial services provider to credit unions and their members worldwide, offering insurance, investment and technological solutions through strategic relationships and modern service channels. www.cunamutual.com
About Amicus, Inc.
Amicus, Inc. is the leading provider of end-to-end business management and communication portals to the financial services industry. Combining content management, web publishing, compliance, reporting, and back-office integration in a secure, online environment, Amicus' powerful products power the operations of industry leaders in the broker-dealer, insurance, and banking communities. Headquartered in Austin, TX, Amicus products are utilized by more than 30,000 financial planning professionals. Amicus can be reached on the Web at http://www.amicus.com or via email at inf
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