Financial Wellness

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A Better Life For Members Is A Phone Call Away

Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
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Having Grit, Giving Grace, And Celebrating Success In DEI

A reworked strategic plan and employee resource committees have helped Verity Credit Union fast-track efforts to improve diversity, equity, and inclusion.
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What’s In A Name: Youth Outreach Manager

Cindy Jones spearheads First Financial’s efforts to improve financial health and literacy among Baltimore-area schools.
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A Strategy To Help Credit Scores Soar

Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
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What’s In A Name: Chief Of Financial Empowerment, Marketing, And Outreach

Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.
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20 Ways To Help People And Communities In Need

Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.
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What’s In A Name: Chief Financial Health Officer

Ann McMillian leads the charge to improve member and enterprise financial wellness at IH Mississippi Valley Credit Union.
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How VACU Struck Video Gold With A Guy In Flannel

The “Guy in Flannel” series is the latest in a creative venture into market engagement and financial literacy for Virginia Credit Union.
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Financial Wellness Takes A Creative Turn In Philadelphia

Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.
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Financial Wellbeing Joins The Front Line At Patelco

The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.

Is Revenge Savings A Fad? Or A Financial Shift?

After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.

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