Metamo Financial Advisory Services (FAS)
Metamo’s FAS is more than just a service – it’s a pathway to better financial planning, education of members, greater peace of mind, and a stronger, more resilient credit union community. Join us on this journey today. FAS comprises of two services, Life & Pensions with Irish Life Financial Services and General Insurance with Allianz.
At Metamo, we believe in equipping credit unions with the tools they need to provide excellent financial services to their members. Our Financial Advisory Service (FAS) is designed to support and guide credit unions in their endeavour to expand their role in the financial lives of their members while also opening up new and sustainable non-interest revenue streams.
Metamo FAS is based on a Referral Model that permits credit unions to rapidly gain market entry without needing additional staff qualifications.
We’re proud to collaborate with Irish Life Financial Services (ILFS), enabling Credit union members access comprehensive financial advice, giving them clarity, peace of mind and control over the things that matter most to them.
By referring your members to ILFS, they can access a team of highly trained Financial Advisers who can help identify their protection, retirement, long term savings and investment needs and recommend appropriate financial solutions.
Allianz brings its trusted and flexible insurance products for cars, homes, and pets to the table, available for members to quote and buy from a Credit Unions’ own website.
The benefits of working with Metamo FAS are various, positively impacting all areas: your credit union, your staff, and most importantly, your members. We assist credit unions in launching their financial advisory services swiftly and successfully, leveraging our many years of experience across a range of disciplines to tailor our service to their unique needs.
We stay true to the philosophy that inspired credit unions, providing significant support to your staff for efficient, timely and professional implementation of FAS initiatives. The FAS team is committed to building strong relationships with Credit Unions, working closely with staff to deliver new services and, above all, superior member experiences.
Our Metamo team is always available to assist you.
[email protected]
066 971 6910
Our Metamo team is always available to assist you.
[email protected]
066 971 6910