Catalyst conducts a yearly satisfaction survey across our Asset Management service clients to understand how their needs are being met and how well our advisors are performing relative to expectations. The 2025 survey, which took place in early December, proved that the Catalyst Asset Management Consulting team is doing a lot of things right, scoring an exceptional Net Promoter Score (NPS) of 91.

The 2025 survey gathered feedback from leadership and financial professionals working for client credit unions across the country. The survey evaluated the quality, responsiveness and value of Catalyst’s Advisory Team and the services they provide. It measured the Net Promoter Score (NPS), advisor ratings and the usefulness of key advisory materials to provide a comprehensive look at client satisfaction.

The latest survey results show that clients across the country are not just satisfied, they’re delighted. Catalyst advisors are celebrated for their responsiveness, proactive communication and ability to make complex financial topics easy to understand.

Clients shared glowing feedback, highlighting the team’s dedication, resourcefulness and genuine care. Whether it’s answering questions, providing strategic insights or supporting credit unions in their financial journeys, Catalyst’s advisors consistently go above and beyond.

The positive results from this survey are a testament to Asset Management Consulting Team’s commitment to being a trusted partner for credit unions of all sizes and complexities, from coast to coast.

It’s time you got more from your asset management provider. Discover why credit unions trust Catalyst and what we can do to help your credit union thrive. Reach out today.

Important Disclosures:

"Catalyst" is a brand name for the financial services business conducted by Catalyst Corporate Federal Credit Union ("Catalyst"), both directly and through its subsidiaries, including CUSOURCE, LLC, d/b/a Catalyst Strategic Solutions ("CSS"). Balance sheet management services and asset liability management services are offered through CSS, a SEC registered investment adviser. CSS is a separate entity from Catalyst and all investment decisions are made independently by CSS employees. Neither Catalyst nor CSS provide its clients with legal, tax or accounting advice.