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Primary Financial Announces Partnership with Inclusiv

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Primary Financial Announces Partnership with Inclusiv
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Primary Financial Company Announces New Leadership

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Primary Financial Company Announces Selection of Chris Lewis as New President/CEO
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Institution Finds SimpliCD to be a Great Tool to Easily Raise Deposits

By Primary Financial

Ben Wickum, CFO of $1 billion Collins Community Credit Union, stated "SimpliCD allowed us to pool the deposits and greatly simplify the operational work and process. A couple of phone calls were indeed all that it took. It really is that simple"
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Large Credit Union Uses SimpliCD to Raise Deposits

By Primary Financial

Chad Curtis, EVP and CFO of $4+ billion Mountain America Credit Union, stated "the issuance process through SimpliCD has proven to be exceedingly easy and straightforward, and they have delivered on their promises. They really made the process simple, and we have every reason to believe this will continue as we move forward with our relationship."
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Upcoming Conferences

2025 Conferences
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Institution Finds SimpliCD to be a Great Tool to Easily Raise Deposits

Ben Wickum, CFO of $1 billion Collins Community Credit Union, stated "SimpliCD allowed us to pool the deposits and greatly si...
Read More >

Primary Financial Company Announces New Leadership

Primary Financial Company Announces Selection of Chris Lewis as New President/CEO
Read More >

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6640 Riverside Drive, Suite 430
Dublin, OH 43017
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Trading - 800-639-0339

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