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Published byJoanna Fisher Modified over 9 years ago
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A Credit Union Company A Credit Union Company
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Concentra Financial is … o A new company and a new type of financial institution o A Credit Union Company o Staffed by over 400 experts o Here so credit unions: o Save money; make money o Retain and grow market share o Committed to providing solutions
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Concentra Trust is … o A new trust company o A wholly-owned subsidiary o A provider of specialized trustee services to Concentra, credit unions and other businesses
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Fast Facts… o Client Focus – credit unions, other co-operatives and strategic partners, corporations and businesses o Market Focus – Canada o Assets Under Administration – $15 Billion o Corporate Assets - $2.7 Billion o Service Locations – all across Canada
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A Successful Foundation…
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o Members are credit unions, centrals, and national co-operative service organizations o Board members represent geographic regions throughout Canada o Like credit unions, our members are our customers… and they direct our future A True Co-operative…
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Our Vision
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empowering credit unions through… Product Solutions
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Concentra Financial Financial Intermediation Trust Services Mortgage & Deposit Operations Corporate Finance & Consulting Commercial Banking Commercial Leasing Personal Trust Corporate Trust
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empowering credit unions through… Relationship Solutions
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Relationship Management & Sales o Single contact point for business solution access o Represents Concentra and other partner organizations o Offices located nationwide
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empowering credit unions by… Delivering Value
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Delivering value… o By sharing expertise and knowledge o By partnering with others to deliver services o By sharing the capacities of administrative and back-office systems
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The Future is Here… Today
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o Member relationships remain with credit unions o Enhanced margins and fee income o Access to aggregate system capacity and resources o Growth through expanded geographic markets For credit unions, the future is here…Today
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o Expanded service offerings o Balanced risk and cost to deliver o Access to shared resources, knowledge and markets o Time to focus on members instead of product development or administration
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A Credit Union Company 1-800-788-6311 www.concentrafinancial.ca
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