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# Business Finances

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# Investment Partner

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## Tomorrow

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About Us

## Know more about Zeta Crest Credit Union Bank(ZCCN)

We are a specialist business union offering individually assessed commercial mortgages and simple, rewarding savings accounts. We provide a flexible and personable service – combining advanced systems with traditional values all thanks to our experienced support teams. We are focused on property loans and savings accounts for businesses and charities.

We do banking differently. We believe that people come first, and that everyone deserves a great experience every step of the way. a full-service credit union built on the foundation of providing our members with every step of their financial journey. We’re committed to helping our members achieve their financial goals through personalized service and competitive rates.

## Services

Savings
Our services are tailored for both individuals and company transactions likewise, we accept all currencies, as we also offer tax advantaged accounts designed for retirement saving.
RETIREMENT

#### Secure your wealth by choosing the right retirement plan for your future with our expert investment and retirement planning services.

Commercial

#### Help your business take advantage of property opportunities with our fast and simple business mortgage products. Get competitive rates on personal, auto, and home loans tailored to your financial goals.

Services

## Guaranteed profit

##### Consulting

##### Audit & Assurance

##### Risk & Financial

##### AI & Analytics

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Benefits

## What are some potential benefits of Banking with

## ZCCU?

##### Higher yield

Your Savings and credit is invested for you yield daily interest on savings, so, it is an opportunity for you to earn something on your savings instead of risking and maintaining it.

##### Accessibility

We have been famous for offering investment options such as fixed deposits (FD) and recurring deposits (RD). Opening an FD requires you to deposit a particular amount in your account and keep it as is until maturity. On maturity, depending on the tenure of the deposit, you earn interest on it

##### Diversification

We provide diversification by following the banking cycle, which historically spans a decade or more—longer than the typical stock market cycle of 6 to 7 years on average.

##### Secure

With Fidelity heritage, your money remains safe. Banks create digital accounts that credit money into your account whenever you or an external party deposits money into it.

3M+
Satisfied clients
$5bn
Saved for clients annually
80%
Reinvestment rate
>90
Repeat clients or referrals
Helping Fast-moving Innovators Scale With Purpose
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Industries

## Accounts we offer

- Investments

- Finances & Economy

Savings Account
Current Account
Joint Account
(IRA) Individual Retirement Account
Corporate Account
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“We wouldn’t have gotten to where we are today without fidelity Heritage banking. They spent time with me to better understand my processes and where my bottlenecks were. including advice on what property values might go up”

Rebecca Roy
H&N – CEO & President
Success story
Here is what our clients have to say about us
2.6x

More possibilities for a better profit margin with us than with anyone else

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“Partnering with Execor was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”

Carlos Martines
MEX – CEO
Success story
Achieving 70% Increase in Real-Time Visibility with a PPM Solution for Mex
60%

reduction in time spent on reporting was realized

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“Execor has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”

Kate Smith
Swirl – CEO & President
Success story
Boosting Efficiency by Streamlining Acquisition Management for Swirl
90%

reduction in errors and streamlining data management through automation.

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