Kinecta Financial Management Company, LLC

Serving Credit Unions and Their MembersYour members rely on their Credit Union for the highest level of service and personalized attention they deserve. By offering a full suite of financial, insurance and consulting services designed by a Credit Union for Credit Unions, you can strengthen that relationship. Whether these services are new to your Credit Union, or your established program needs a fresh perspective, we will provide a program that is tailored to meet the needs of a Credit Union and its members.  Apollo Agencies, Inc. – Top Performing Agency Service and Operations

  • Increase your non-interest fee income, services per household and average loan and deposit balances.
  • Best coverage at the best price
  • Top insurance company relationships
  • Multiple delivery and platform options

Go Financial Services – Best-In-Class Investment Services Program Management

  • Increase your household penetration and wallet share across more of your member segments
  • Non-proprietary products and services
  • Multiple delivery and platform options

Kinecta Financial Management Company, LLC – Investment Services Performance, Productivity and Profitability Benchmarking Through an Alliance with Callahan & Associates

  • Investment Services program scorecard and assessments of profitability and productivity.
  • Investment Services Recruiting
  • Investment Services Strategic Planning

For more information contact Doug Wicks at 310.643.2078 or dwicks@kinecta.org. www.kinecta.org