a credit union company a credit union company concentra financial is … o a new company and a new...
Post on 24-Jan-2016
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A Credit Union A Credit Union CompanyCompany
Concentra Financial is …Concentra Financial is …
o A new company and a new type of financial institution
o A Credit Union Company
o Staffed by over 400 experts
o Here so credit unions:o Save money; make moneyo Retain and grow market share
o Committed to providing solutions
Concentra Trust is …Concentra Trust is …
o A new trust company
o A wholly-owned subsidiary
o A provider of specialized trustee services to Concentra, credit unions and other businesses
Fast Facts…Fast Facts…
o Client Focus – credit unions, other co-operatives and strategic partners, corporations and businesses
o Market Focus – Canada
o Assets Under Administration – $15 Billion
o Corporate Assets - $2.7 Billion
o Service Locations – all across Canada
A Successful Foundation…A Successful Foundation…
o Members are credit unions, centrals, and national co-operative service organizations
o Board members represent geographic regions throughout Canada
o Like credit unions, our members are our customers… and they direct our future
A True Co-operative…A True Co-operative…
Our VisionOur Vision
empowering empowering credit unions through…credit unions through…
Product Product SolutionsSolutions
Concentra FinancialConcentra Financial
Financial Intermediation
Financial Intermediation Trust ServicesTrust Services
Mortgage & Deposit Operations
Mortgage & Deposit Operations
Corporate Finance& Consulting
Corporate Finance& Consulting
Commercial BankingCommercial Banking
Commercial LeasingCommercial Leasing
Personal TrustPersonal Trust
Corporate TrustCorporate Trust
empowering empowering credit unions through…credit unions through…
Relationship Relationship SolutionsSolutions
Relationship Relationship Management & SalesManagement & Sales
o Single contact point for business solution access
o Represents Concentra and other partner organizations
o Offices located nationwide
empowering empowering credit unions by…credit unions by…
DeliveringDeliveringValueValue
Delivering value…Delivering value…
o By sharing expertise and knowledge
o By partnering with others to deliver services
o By sharing the capacities of administrative and back-office systems
The Future The Future is Here… is Here…
TodayToday
o Member relationships remain with credit unions
o Enhanced margins and fee income
o Access to aggregate system capacity and resources
o Growth through expanded geographic markets
For credit unions, the For credit unions, the future is here…Todayfuture is here…Today
For credit unions, the For credit unions, the future is here…Todayfuture is here…Today
o Expanded service offerings
o Balanced risk and cost to deliver
o Access to shared resources, knowledge and markets
o Time to focus on members instead of product development or administration
A Credit Union Company
1-800-788-6311
www.concentrafinancial.ca
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