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.