Educated Investor® - Financial Fitness at Work


summit_logoHelping Members and Employees

“We love the financial education courses. They not only help our employees do a better job in assisting our members, but they also help the employees improve their own financial health.”

Tony Klubertanz
Director – Training & Development
Summit Credit Union
Madison, Wisconsin

desert-schools-logoWin, Win, Win

“Education and advice is critical to our success in this industry. Our members win when our staff is prepared to be the financial advisors that they expect and deserve. Our staff wins when they are provided great education that results in a tangible certification. Our credit union wins when we increase our members’ financial power. The system and the courses at Precision Information are excellent partners in creating this win, win, win environment.”

Becky Nilsen
CEO, Desert Schools Financial Services
Desert Schools Federal Credit Union
Phoenix, Arizona

mazuma-logoFinancial Education Improves Satisfaction and Productivity

“Before, maybe they (employees) were hesitant about answering a particular question about a financial product or service. But learning can change that hesitancy into confidence. Simply, an educated employee is a more satisfied employee and they will do better in sales and referrals in the long-term.

Rob Givens, CEO
Mazuma Credit Union
Kansas City, Missouri

airacademyfedunionPrecision Information is a Dedicated Partner

“It has been a great journey working with Precision Information. They have exceeded my expectations on a service level and are always open to suggestions on ways we can continually improve the program. I look forward to a long-term relationship with PRECISION INFORMATION.”

Rhonda Fronczak
Quality and Organizational Development Manager
Air Academy Federal Credit Union
Colorado Springs, CO

dutracPrecision Information Focuses on YOUR Needs

“I learned that this company (Precision Information) really cares about what they do. I’ve been involved in things like this before, but I was pleasantly surprised this time around…It made a big difference. It’s a program like no other I’ve seen.”

Sarah Yoder
SVP, Human Resources
DuTrac Community CU
Dubuque, Iowa