CU*Answers, a core processing CUSO, and McQueen Financial Advisors, an SEC-registered
Investment advisory and Asset Liability Management (ALM) provider have partnered to deliver a more robust ALM file exchange that will include investment, certificate, and rate history. Balance sheet and income statement data will also be used in the ALM tool. This new file exchange will be released to CU*Answers clients in April/May 2013.

CU*Answers is happy to have raised the bar for our mutual clients, and ourselves, through data sharing, reporting ideas, new tools, educational programs, and more in-depth consulting.

Brought together by a shared vision to marry the tools and expertise that can make a difference in the ALM arena, this partnership sets the stage for CU*Answers clients and staff to gain a deeper understanding of ALM and its economic impact on their credit unions.

According to Jim Vilker, VP of Professional Services at CU*Answers, “The level of knowledge
and analytical skills required to manage risks has increased exponentially in the last five years. The goals of this partnership, outside the normal ALM practices, increase awareness of all facets of risk management through analytical tools.”

Charles N. McQueen, President of McQueen Financial Advisors, Inc. added “With the new
alliance, the firm’s mutual clients will be able to receive their ALM reports in a timely manner, with ease and with data integrity.”