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It All Starts With a Great Plan.
The BrightLeaf Mission
Give credit unions the ability to help middle Americans
create, and implement, a reliable financial plan
that will help them improve their current financial situation and reach
their long-term goals.
Background
BrightLeaf Financial Network is a CUSO that was
formed by Members Development Company (MDC) and a
group of its credit union member-owners. BrightLeaf
was formed because MDC's member-owners were looking
for a better way to serve members who needed financial
advice but were not yet at a financial life stage
that made them attractive to investment platform reps. These credit unions
also wanted a way to increase their credibility with members as a trusted
source of "wealth
accumulation" counsel.
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"BrightLeaf understood our people, HR and IT needs and we wanted a provider who was developing their solutions as fast as we're working to serve our members."
- CEO
Credit Union in Santa Ana, CA
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• Learn more about BrightLeaf's solutions
• Watch a live demo of BrightLeaf's tools
• Ask questions and see case studies |
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Find the right financial planning solution that's right for your credit union
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