a credit union company a credit union company concentra financial is … o a new company and a new...
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A Credit Union A Credit Union CompanyCompany
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Concentra Financial is …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 moneyo Retain and grow market share
o Committed to providing solutions
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Concentra Trust is …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…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…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…A True Co-operative…
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Our VisionOur Vision
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empowering empowering credit unions through…credit unions through…
Product Product SolutionsSolutions
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Concentra FinancialConcentra Financial
Financial Intermediation
Financial Intermediation Trust ServicesTrust Services
Mortgage & Deposit Operations
Mortgage & Deposit Operations
Corporate Finance& Consulting
Corporate Finance& Consulting
Commercial BankingCommercial Banking
Commercial LeasingCommercial Leasing
Personal TrustPersonal Trust
Corporate TrustCorporate Trust
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empowering empowering credit unions through…credit unions through…
Relationship Relationship SolutionsSolutions
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Relationship Relationship Management & SalesManagement & 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 empowering credit unions by…credit unions by…
DeliveringDeliveringValueValue
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Delivering value…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 The Future is Here… is Here…
TodayToday
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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 For credit unions, the future is here…Todayfuture is here…Today
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For credit unions, the For credit unions, the future is here…Todayfuture is here…Today
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