NACUSO Marketplace Provider
Organization Name: CourseMark
NACUSO Membership: Platinum
Year Formed: 2021
Description of Your Services: While the costs of health care and employee benefits are rising, investment returns are stagnant or in decline. As the gap widens between benefits expenses and portfolio returns for credit unions, it is time to reconsider funding those benefits from operating income.
CourseMark is a transformative CUSO offering innovative solutions to help you improve your financial performance, enhance yield on underutilized liquidity, and turn employee benefits into performing assets.
With CourseMark, your credit union can prefund employee benefits to realize a new revenue stream, improve your bottom line and expand your investment options.
Services You Provide:
Accounting Services:Services for Credit Unions
Investment Services:Consulting Re: Member Investment ServicesSecurity Sales/Advisory Services for Credit Union Portfolios
Why should a credit union use your services?: When you partner with CourseMark, you are partnering with professionals who are dedicated to improving the strength and vitality of your organization. We enhance your bottom line by expanding your investment options, delivering higher yields on your assets, and providing programs that help you attract and retain top talent. Our services include customized prefunded employee benefit plans, executive benefit plans, and comprehensive investment management.
It all starts with a conversation. We are eager to understand your goals and find ways to support them, so we will ask questions, answer yours, and discuss the pros and cons of various options. Then, we can provide you with a no-strings-attached proposal based on your specifications.
Are You a CUSO?: Yes
Are there investment opportunities for credit unions?: Yes
Describe Your Business Model:Other (please describe)
Business Model Other: For Profit
Are you currently seeking additional users/customers?: Yes
Do you offer discounts or other benefits for NACUSO Members?: No
Our specialized, industry-focused approach enables us to provide the guidance of financial experts who have extensive, successful track records of helping credit unions, healthcare providers, and charitable organizations. CourseMark implements customized solutions through our diverse portfolio of products and services, helping clients increase performance and mitigate risk in ways that can’t be matched by antiquated “one-size-fits-all” service providers. We share our financial success as well with clients that participate as CUSO equity stakeholders.
Let’s explore ways to improve your organization’s financial performance. CourseMark can be your guide.
Customer Name:Ann Dubie
Customer Title:Ret. President/CEO of NuMark Credit Union
Year Customer First Used Your Services:2021
Is Customer An Owner:No
Review Text:I believe the timing of this new CUSO is excellent. Most credit unions are experiencing excess liquidity, looking for yield, and considering opportunities to reduce benefit costs while still staying competitive in the marketplace for retention and recruitment of qualified employees. CourseMark has a great solution for that.