AdvantEDGE Financial Services™, LLC is a Credit Union Service Organization (CUSO) providing a broad spectrum of business services to help credit unions excel and keep pace with changes in the financial industry.

A wholly owned subsidiary of Utilities Employees Credit Union, AdvantEDGE was founded by credit union leaders with practical knowledge and a desire to provide organizations with cost-effective solutions and an independent perspective on your credit union’s daily operations. Our highly-skilled staff can assist your organization to develop specific projects, redesign processes, or serve as “on-call” consultants should you require advice on particular subjects.

AdvantEDGE Financial Services™ is managed by Mary Ann George, AdvantEDGE Manager, with guidance provided by the AdvantEDGE Board of Directors: Glen A. Yeager, Patricia A. Zyma, Kenneth C. Coutumas, and Walter A. Boquist, II.

AdvantEDGE provides value-driven credit union services that help:

• Enhance your non-interest income
• Guide you through regulatory and compliance changes
• Achieve more tasks with your existing personnel
• Leverage evolving technology for your organization
• Train your staff on topics from asset recovery to loan processing to sales
• Provide guidance to improve your investment portfolio returns
• Build stronger, more profitable member relationships

The AdvantEDGE team is eager to customize solutions to meet your credit union’s needs by working with you, as a partner, to accomplish your goals and meet regulatory requirements. We can work with you on-site, or use technology to work with you from a distance.

If you don’t have the available staff or your dedicated personnel are feeling overwhelmed, then AdvantEDGE Financial Services™, LLC is the partner you need.