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Article: Orange County Teachers Federal Credit Union Adopts Experion Systems' Automated Advice Solution.
- Article from:
- PR Newswire
- Article date:
- February 17, 2003
CopyrightCOPYRIGHT 2003 PR Newswire Association LLC. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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BILLERICA, Mass. -- BILLERICA, Mass., Feb. 17 /PRNewswire/ -- Experion Systems announced today that Orange County Teachers Federal Credit Union, the nation's 7th largest credit union with $4 billion in assets, will deploy Experion's IRA Advisor. The system will be used by Orange County Teacher's team-members to coach members through the myriad of IRS regulations surrounding Individual Retirement Accounts (IRA's). The system will also be available directly to credit union members using the Orange County Teacher's website for self- service. Experion's IRA Advisor leads the user through a needs assessment and then proactively recommends the most advantageous IRA strategy ...