Gateway Services Group (GSG) specializes in delivering comprehensive, customized solutions designed specifically for credit union investment programs. Our dedicated team, including experienced program managers, sales coaches, operational resource managers, OSJs and virtual licensed assistants, provides the focused expertise necessary to optimize your wealth management offerings. Credit unions partnering with GSG consistently realize increased profitability, enhanced efficiency and measurable growth.
Modern Digital Investment Solutions for Credit Unions
Enhance your credit union investment program by providing members a state-of-the-art digital investment experience. GSG’s digital investing platform combines intuitive, automated portfolio management with flexible, self-directed trading capabilities in a seamless, white-label solution.
This modern, mobile-first platform positions your credit union as a leader in financial technology, and gives your members a more trusted investing option.
GSG’s comprehensive solution ensures your credit union provides both traditional advisory services and innovative digital investment tools, meeting your members’ diverse investment needs.
- Self-Directed Trading: Members can directly trade stocks, ETFs, and mutual funds.
- Automated Advisory Services (Robo-Advisor): Effortless portfolio management and personalized investment recommendations.
- Goal-Based Investing Tools: User-friendly resources and educational content help members achieve their financial objectives.
- Enterprise-Grade Security: Industry-leading security and compliance features to protect member information and investments.
- Fully Branded Digital Experience: Mobile app and web platform customized to your credit union’s brand.
Strategic Investment Program Assessments
- Broker/Dealer Relationship Reviews: Ensuring partnerships deliver maximum value and alignment.
- Performance Metric Analysis: Evaluating and benchmarking your program’s effectiveness.
- Product Mix Optimization: Tailoring your investment offerings to member needs.
- Expense Structure Evaluation: Identifying cost-saving opportunities within your investment operations.
- Operational Decision Matrix Development: Establishing clear, strategic frameworks for key decisions.
Many credit unions unknowingly leave significant revenue on the table due to suboptimal contracts and operational inefficiencies. Our comprehensive investment program assessments not only ensure regulatory compliance but also identify untapped opportunities for value enhancement and revenue optimization.
GSG’s proven approach helps your credit union unlock hidden revenue streams while strengthening regulatory compliance.
Broker-Dealer Review and RFP Services
Choosing the right broker/dealer partner significantly impacts your credit union’s investment success. GSG’s comprehensive review and RFP services remove the guesswork and streamline the selection process. Our detailed evaluations help ensure your broker/dealer relationship aligns with fiduciary responsibilities and strategic objectives.
And, we negotiate competitive contracts that deliver higher program payouts, comprehensive transitional packages and strategic recruitment resources that enhance your bottom line.
Full-Service Investment Program Management
GSG’s seasoned advisors consistently rank in the top 10% of their peers, and they can help maximize your investment program’s profitability with full-service management solutions.
GSG’s comprehensive management eliminates traditional employment costs and drives sustainable program growth, significantly boosting your investment ROI.
- Comprehensive OSJ and Operational Management: Streamlining your program for maximum efficiency.
- Advisor Recruitment & Team Building: Attracting and developing high-performing professionals.
- Budget Development & Management: Optimizing financial performance and resource allocation.
- Marketing Strategy & Execution: Boosting member engagement and market presence.
- Professional Coaching & Development: Continuous skill enhancement for your advisors and assistants.
- Networking Opportunities: Access to successful peer programs and industry experts.