Integration and Partnership Strategies Nicole Smith, Director of Strategic Partnerships 2013 NYS CDFI Coalition Conference Albany, NY October 1, 2013. A Nonprofit Financial Services Provider.
Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.
Integration and Partnership Strategies
Nicole Smith, Director of Strategic Partnerships
2013 NYS CDFI Coalition Conference
October 1, 2013
Mission: Empower low-income individuals to become productive participants in the U.S. financial system and achieve their financial goals.
A financial advisory service
A laboratory for innovation
A strategic partner
Our Service Model
Team of Financial Advisors
Socially Responsible Financial Products
Who are our Partners?
Businesses / Employers
Credit Union Extension Program (CUEP)
Integrating financial counseling into the operations of community development credit unions
CUEP Client Data
Transferability to other financial institutions
Director of Strategic Partnerships Email: [email protected]
Call: 212-927-5771 ext. 218