Corporate credit union services, namely, offering investment services pertaining to institutional certificates of deposit, other fixed investments and derivatives; financial consultation and analysis in the fields of asset/liability management, balance sheet management, interest rate risk management and liquidity; credit union services, namely, offering advisory services pertaining to liquidity solutions involving loans, loan participations and certificate of deposit issuance; and electronic and paper-based processing of payment data pertaining to check collection, branch and teller capture, item processing, check imaging, fraud detection, share drafts, lockbox, corporate checking, automated clearing house, electronic funds transfer, cash services, securities safekeeping and purchasing cards

Education services for credit unions, namely, providing seminars, workshops provided live and online consisting of both presentations and seminar discussions, and training services to credit unions in the following fields: the United States and global economies and interest rates, the financial markets, investment management, asset/liability management, balance sheet management, interest rate risk management, liquidity management, operational efficiency, trends in payment systems, disaster recovery, use of online transaction interface, information technology security