CUSO Financial Services

Our client CUSO Financial Services (CFS) is making waves in the financial services industry. The San Diego-based company that helps credit unions across the country grow their investment programs was highlighted on the cover of Bank Investment Consultant’s June issue!
 
CEO Valorie Seyfert was featured in its cover story about financial institutions choosing to outsource their broker-dealer operations to companies like CFS. After coordinating an interview with the magazine, conducting fact-checking, and assisting at a full-day photo shoot, Clearpoint Agency was thrilled to see the final issue! It's gratifying to see our longstanding client receive the recognition it deserves for being a true thought leader.

To read the cover story, click here: TPMs Find New Markets at Big Banks.

The Do's and Don'ts of Webinars

We have been working with several clients to host webinars, an effective way to engage with customers, generate leads, and educate prospects on your offerings. Webinars are gaining in popularity and are a great way to showcase a product or service - when done properly.

To ensure you are doing all the right things (and none of the wrong things) when planning for a webinar, we've created this infographic for you to use as a checklist.