5.0
Mar 31, 2022
Current employee
Recommend
CEO approval
Business Outlook
Pros
I'm sure every region and credit union is different, but I'm very happy with my credit union and leadership with this firm. Excellent field support, systems, and the ability to create a world class investments program at you credit union based on your drive.
Cons
CBSI systems could've been better and so that's why they have chosen to join an alliance with LPL.