Credit unions were founded to serve. But today, that promise is being tested.
Amid growing financial uncertainty and rising member expectations, service alone is no longer enough to drive loyalty. Loyalty isn’t won by rates or technology; it’s earned through emotional connection.
Members stay when they feel seen and cared about. When they believe their credit union is committed to improving their financial wellbeing. When they trust that their institution is built not just to bank, but to better lives.
In this webinar, Andrew Robertson, Principal at Gallup, and Andrea Pruna, Strategic Consulting Principal at Callahan & Associates, share exclusive research and insights on how emotional engagement and the perception of care drive member loyalty and participation.
You’ll learn how this proven approach strengthens member financial wellbeing and fuels sustainable profitable growth.
What You’ll Learn:
- How emotional connection drives lasting member loyalty.
- How improving a member’s perception that they are cared about influences trust, participation, and growth.
- What Gallup’s latest data reveals about where credit unions are leading and where opportunities remain.
- Results from leading credit unions who’ve adopted this mindset across the organization.
Who Should Attend?
This session is for credit union executive leaders ready to align their purpose with member-centric actions that drive stronger performance and sustainable growth.
Download the slide deck here: Link
The Member Engagement & Financial Wellbeing Consortium
By combining Gallup’s specialized research in human behavior and decision-making with Callahan’s decades of credit union expertise, this multi-year transformational program equips credit unions to take mission-aligned, data-informed actions that change member perceptions and behavior, driving both impact and growth.
If your credit union is ready to lead the future of financial wellbeing, we’d love to connect. Schedule a conversation with Callahan’s program facilitators to learn more about the program
