CUSO Financial Services Wins 10th Consecutive BISA Technology Innovation Award

Atria Wealth Solutions

March 21, 2023

Credit union-focused broker-dealer recognized for innovation behind Service Scorecard™


San Diego, CA March 21, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is proud to announce it has received its tenth consecutive BISA Technology Innovation Award. The 2023 award recognizes Service Scorecard™, which captures, consolidates and tracks the real-time status of every service request initiated through email or by phone. It also measures the performance of the responsiveness and effectiveness of service teams over time and empowers our teams to expand and enhance the superior service levels we strive for every day.

“Our unrelenting focus on data and analytics, coupled with our deep commitment to delivering an extraordinary service experience, led us to create the Service Scorecard™,” said Brian Bichler, Co-Head of Atria’s Financial Institution channel. “It has revolutionized our ability to provide a differentiated service level to our clients. We want to provide full transparency of all open and closed items that are in the home office and show how long something has been open and if we met or breached our service level. It is a way to score us as a firm hence the name, Service Scorecard. I am pleased to say that 90% of our items are resolved in the first call or email and 85% of the other matters are resolved in 8 hours or less. Exceptional service within our firm is designed, executed and measured by our team through this powerful solution.”

The Service Scorecard™ reflects CFS’s commitment not only to service but also to maximizing efficiencies in running programs and practices. By anticipating and quickly resolving service issues, executives, program managers and financial professionals can focus on the experience and needs of their own clients and members, minimizing the time and resources spent on administrative and operational matters.

In addition to this year’s recognition of Service Scorecard™, CFS has won nine other BISA Technology Innovation Awards for its technology solutions:

  • 2022: BusinessOptimizer™
    Fully integrated, interactive planning and goal-setting module for financial institution wealth management programs
  • 2021: Unio
    Our advisor platform provides insights into practices, streamlines client engagement and makes data analysis and corresponding actions simple to achieve
  • 2020: Business Texting
    Quick, efficient and compliant way to communicate with clients
  • 2019: MyPortfolioView (now Clear1™)
    Client portal provides critical info in one consolidated view
  • 2018: fundVision
    Innovative, consolidated trading and reporting platform for mutual funds
  • 2017: MyPortfolioView (now Clear1™)
    Mobile app enables clients to manage portfolios remotely
  • 2016: SendMyDocs
    Mobile app for clients to capture/share documents securely with advisors
  • 2015: BuildMyProfile
    Develop client profiles through online questionnaires filled out by clients
  • 2014: Mobile Scanning
    Mobile app for scanning documents securely and remotely


“We are so humbled and proud for BISA’s continued recognition of our technology innovation over the past decade,” said Kevin Mummau, Co-Head of Atria’s Financial Institution channel. “This tenth consecutive award is a testament to our unwavering commitment to exceptional service and technology that gives financial professionals tools that drive material growth in their businesses while helping their clients and members reach their financial goals.”


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About CUSO Financial Services, L.P. and Sorrento Pacific Financial, LLC

CUSO Financial Services, L.P. (CFS) and Sorrento Pacific Financial, LLC (SPF) are full-service broker-dealers and subsidiaries of Atria Wealth Solutions. Each broker-dealer is registered with the Securities and Exchange Commission (SEC) as both a broker-dealer and investment advisor and are members of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Established in 1997, CFS and SPF specialize in placing and supporting investment programs within financial institutions. From their headquarters in San Diego, the companies provide customized investment and insurance solutions to over 200 banks and credit unions across the country with over $40 billion in assets under administration and deliver expertise in key areas, including retirement services, wealth management, advisory solutions and insurance products for individuals and business customers.

Credit unions and banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers. For more information, visit


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