Lower Costs & Improve Employee Morale
Work Perks
Widget Financial’s Work Perks Program empowers your workforce with competitive rates on savings and checking accounts, along with great returns on investments. Our comprehensive services, including personalized financial advice and digital banking solutions, cater to your employees’ diverse needs.
By offering our program, you demonstrate commitment to employee financial well-being while saving on operational costs, enhancing job satisfaction, and bolstering your bottom line. Partner with Widget Financial to invest in your employees’ success and the prosperity of your business today.
Local Services
At Widget Financial, we are a local not-for-profit credit union that is shared by more than 46,000 members. Instead of stockholders found in traditional banks, our members both own and democratically control our financial cooperative. Our member-owners are the heart of our business!
With Widget Financial, you’ll get more than a bank account. You’ll get the confidence of having extra earnings through great rates, fewer fees, and a full range of financial products and services. You can rest assured that you and your family are receiving the best possible blend of price, convenience, and service.
Dedicated Representative
Widget Financial will assign you a dedicated service representative that will work with you to create a custom program designed to fit the needs of your business. As our partnership continues, your rep will work alongside you to answer any employee questions, host account drives, resolve employee issues, and more.
In-Person Visits
Direct Deposit Drive
Looking to eliminate paper checks? During the Direct Deposit Drive, we can open accounts, answer new account questions, and work with your payroll department to coordinate a smooth direct deposit transition. As an extra incentive, the credit union will provide a special account offer, unique to your company, for any employee opening a new account. We will even bring free lunch for all of your employees!
Financial Presentations
Widget Financial has created our own series of Lunch and Learn Financial Presentations to provide our community with the knowledge and power they need to make smart financial decisions. We have presentations on a wide range of topics including budgeting, credit repair, homebuying, investing, and more. We can even create a custom presentation based on what your employees need the most!
5 Star Loan Review
Everyone’s financial situation is unique. That is why Widget Financial created our 5 Star Loan Review. With our Loan Savings Program we will take a look at an individual’s outstanding loans with other financial institutions as well as loans with Widget Financial to determine if we can consolidate their payments. Our representatives will be there to put together a comprehensive plan that works best for the individual while saving the most money.
Employee Onboarding
New Employee Orientation
Are you looking to enhance your new employee orientation with guest speakers or additional content? Widget Financial representatives are available to attend your New Employee Orientation and help your new team members establish accounts and set up Direct Deposit.
Quick application process
Unique account offer
Customizable brochure
Customizable Brochure
Let Widget Financial help expand your company’s benefits portfolio. We provide customizable brochures that can be added to your new hire packets. The brochure is designed to help your company easily get to 100% Direct Deposit.
This brochure can be completely customized to include any specific on-boarding instructions, or information you wish to provide for your new hires. Each partner brochure contains a unique account incentive that can be used when opening an account in branch, or through the customized website landing page.
Eliminate Paper Checks
Is your organization tired of paper checks? Widget Financial has your solution! Our getcash card is a unique payroll card that allows anyone to have an account with debit card access regardless of their past banking history. With the getcash card they’ll avoid expensive bank fees and have 24/7 access to their paycheck. Your employees are getting more than just a prepaid card! Features include:
No credit checks
No sign-up purchase or reload fees
No fees for card purchases
The getcash card is designed to help individuals who may have had issues maintaining a checking account in the past. Unlike the big bank nationwide cards, our checking alternative comes with local personalized service providing your employees with the option to resolve account issues or make deposits at any Widget Financial branch location.
Investment Services
401k/Simple IRA
Offering retirement benefits shows you value your employees, which may help reduce turnover. Let our CFS Investment Center at Widget Financial help guide you. Our Senior Financial Advisor, Brad Schwab provides enhanced service and is available on-hand to assist employees with investment questions. He will set up semiannual one-on-one in person visits to your employees’ financial plan and address any life changes.
These features can help save the company money by lowering fees and expenses. We do this by switching the company to a more efficient retirement plan that is personalized based on your employees’ specific needs.
Bradley D. Schwab
Senior Financial Advisor
CUSO Financial Services, LP.
at Widget Financial
814-456-6231 ext. 260
bschwab@widgetfinancial.com
Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide investment advice. CFS is a subsidiary of Atria.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
