Copper Financial recognized as BISA 2022 Technology Innovation Award for Digital Client Onboarding
Adding value to the Financial Advisor – Member Relationship
LENEXA, KS (March 9, 2022) — Copper Financial, a FINRA registered broker/dealer, SEC registered investment adviser, and insurance agency owned by CommunityAmerica Credit Union, today announced they received recognition from the Bank Insurance and Securities Association (BISA) as a recipient of the 2022 BISA Technology Innovation Award for their work on Digital Account Onboarding. The award recognizes leadership in the advancement of the financial services industry’s products, services and platforms through technology innovation and highlights companies for their commitment to advancements in technology-based solutions for the industry.
“We are honored to be recognized for our work to advance technology that enhances the advisor-member experience,” stated Mike Haggerty, President of Copper Financial. “Having a streamlined online account opening process eliminates unnecessary data entry and takes the hassle out of ensuring the regulatory requirements are met for each account. It enables the advisor to better build relationships with their member base to grow their business. The member has the benefit of a paperless process, which is quick and easy, so it allows them to focus on more meaningful financial matters.”
Copper Financial worked to increase the validation and business rules to make the investment account opening process less demanding for advisors. They did this by automating manual processes which reduced errors and expedited the time it takes to open an account. Regardless of the type of account that is being opened, the experience is consistent and ultimately frees up advisor time to focus on the member experience.
“We are always thinking of new ways to reimagine how the investment world interacts with members,” said Justin Steitz, Chief Operating Officer of Copper Financial. “This allows us to provide advisors the technology to help them scale their practice and strengthen their member relationships.”
The 2022 BISA Technology Innovation Award is yet another proof-point validating Copper Financials ongoing commitment to investing in technology.
About Copper Financial
Copper Financial (“CuFi”) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members’ unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters – the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission of serving all their members’ needs. To learn more about CuFi, visit cu.financial.
