The QuantyPhi difference shared in newly released video
MUSKEGO, WI (April 11, 2019) — QuantyPhi released a new video this week answering the question: Why partner with QuantyPhi for investment services?
In the video, Bruce Kotarek, VP-Finance at Fox Communities Credit Union, discusses how working with QuantyPhi has made him much more comfortable understanding the impacts that different investments will have in different rate environments.
“Most brokers, in my experience, just look at my investment portfolio and try to improve its performance, but QuantyPhi looks at my whole balance sheet and the relationship with my investment portfolio to my balance sheet to make sure it fits where the risk is in my balance sheet,” commented Kotarek. “QuantyPhi helps me change my investment policy to meet my balance sheet’s objectives. They definitely have Fox Community Credit Union’s best interest in mind.”
The video was created by Credit Union Story, a Milwaukee-based advertising agency specializing in credit union marketing.
In the video, Bruce Kotarek, VP-Finance at Fox Communities Credit Union shares how QuantyPhi’s approach is different than big brokerage firms.
About QuantyPhi, LLC
QuantyPhi, LLC is a wholly owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit QuantyPhi.com to learn more and follow us on LinkedIn.
About Credit Union Story
Credit Union Story is a team of writers, videographers, designers, and media strategists. We help credit unions grow membership, build product/service usage, develop brand awareness, and enhance brand affection — and we’ve been doing that for over 30 years. Every credit union has its own story to tell. Every member has a story to share. Those stories, when strategically and passionately communicated, attract new membership organically. Those stories are what we use to develop marketing plans and materials that spread the word, inspire the movement, and help people understand what credit unions are all about.
