WM Gateway works extensively with Credit Unions in support of their efforts to optimize the capability, capacity, and performance of their Wealth Management divisions. Our services cover the full range of strategy, structure, process, and deployment needs. In addition, WM Gateway provides support for Board presentations, Dealer assessments, contract negotiations and RFPs, and Credit Union mergers.
Services and Support
Wealth Management Validation
Architecture Review
• Advisor Environment
• Member Experience
• Infrastructure
• Business Partners
Business Performance
Industry benchmarks and market share
Wealth Management Design and Business Transformation
Architecture Design
• Advisor Environment
• Member Experience
• Infrastructure
• Business Partners
Breadth and scope of offering (MFDA, IIROC, Insurance, Product)
Branch and network coverage and capacity
Organizational structure
Management controls and oversight
Reporting requirements
Wealth Management Deployment
Recruiting “top-tier” Advisors
Designing Advisor Compensation
Setting appropriate Advisor sales, growth, and revenue targets
Defining the product and service offering
Selecting Key Business Partners
Dealer Selection
• Comparisons
• Assessments
• RFPs and contract negotiations
Identifying complimentary, compatible resource providers
Additional Services
Board Presentation Support
Credit Union Merger Support — designing and transitioning to a unified model
Short term Head of Wealth coverage
For these and any other wealth management needs, please contact us.