Financial Wellness

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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.
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Member Data Reveals Surprising Truths At Texas Trust Credit Union

A new analytics strategy has fixed misconceptions about members and fuels targeted product creation and marketing.
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What Financial Challenges Do Members Think They’ll Have In 2021?

In this persisting pandemic, credit unions are taking a long view of member support. A poll by Gallup identifies anticipated member needs directly from the ...
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Why Financial Wellbeing Is Critical To Member Success

In a world of self-serving member experience metrics, supporting a member’s financial wellbeing is all about them, which is truly the pinnacle of member service.
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What’s In A Name: Director Of Financial Wellness And Wellbeing

Jeff Sobieralski educates and engages members at the Indiana financial cooperative.
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