CU SoCal Partners, LLC

Experience
Service

Visit with us at the Sym-West Users Group meeting on May 2-4 in Vancouver, WA. See nwusergroup.org for details.

For more details see their site at www.symitarusers.org

CU SoCal Partners' help was instrumental in completing our merger last year. All was done on time and more importantly, on budget!

- Ramon Noperi, CEO United Methodist FCU

Is your credit union's operations running at peak efficiency?

Let us help you make it happen!

Welcome

Network Review

CU SoCal Partners was created to bring value and efficiency to credit unions. At CU SoCal Partners we know how important it is to effectively leverage your IT infrastructure to gain the business advantages you need. We offer the agility of a smaller organization with the stability of a larger institution. Our goal is to help credit unions succeed in the present times to keep the credit union movement moving forward while proving them with World Class Service.

Let our collective experience work for you and deliver results.

Our managed services provide credit unions with a wide range of IT services from network management, telephony, network security, migrations, disaster recovery and IT support. Whether you need assistance with internal or external resources, we can assist you in getting your projects completed, on time to your satisfaction. Technology moves at a fast rate and so do your Members. Be proactive with your technology and leverage Member retention and loyalty by providing them with services they not only expect but deserve.

Programming and Database

Project Management

Our team specializes in PowerOn programming and development for the Episys platform including Net Teller MemberConnect (NTMC), Symform, and auxiliary product integration. Custom reports and data extracts are a necessity in today's world. We can help you develop custom reports that are relevant and useful to your organization. If you are looking to be more efficient allow us to show you how your systems can be automated with our programming skills. If you have databases but really don't know what they can provide for you we can show you how to make your data work for you.

Need help with a corporate initiative? CU SoCal Partners can help you get results. We understand that projects have strict deadlines and time is money!

We can assist you and work directly with your venders - making sure that your projects are completed accurately the first time.

Compliance and Policy Management

Nobody wants to spend all of their precious time on compliance and policy management. Let's face it, regulatory issues are a moving target and understanding compliance is one thing but actually coming up with a viable solution is another. CU SoCal Partners can assist you in managing your compliance and custom policies. We can also assist with your examinations and audits.

  P O Box 2475
  Brea CA 92822
  Phone: 866-979-6482

sales@cusocalpartners.com

@cuscpart