Financial Wellness

Service Puts Financial Wellness In Members’ Pockets

The financial atmosphere is changing. A decline in in-person transactions is leaving credit union staffers with fewer face-to-face opportunities to talk with members about financial planning and wellness. And the rise of non-traditional resources for investment and savings advice tempting resources that young people are turning to more often, according to a recent national survey

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Features

Financial Center First Rallies Around Financial Wellness

The Indiana credit union’s robust literacy and wellness program exploded during COVID. Today, it's changing lives one class at a time.
Features

What Can $40,000 Do For Financial Education?

An ongoing partnership with Mesa Community College is just one component of TruWest’s commitment to supporting secondary education.
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Why Did BCU Reduce Fees And Form A Financial Wellbeing CUSO?

A shift toward a purpose-driven mindset has helped the Illinois cooperative drive sustainable growth while expanding operations.
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6 Roles That Make The Most Of Member Experience

Retail banks and credit unions were among the first industries to focus on customer experience. These roles demonstrate how any cooperative can improve upon theirs. ...
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Member Segmentation Paves The Way To Personalization

PSECU takes a realistic segmentation strategy to keep personalization manageable yet effective.
Industry Insights

Impact Strategies From October 2022

A look back at strategies and ideas that help credit unions make an even bigger difference in the communities they serve.
Features

Fighting Food Insecurity 1 Financial Lesson At A Time

A pilot program is making financial literacy information available in food banks as part of a long-term push by the league to fight food insecurity ...
Industry Insights

Impact Strategies From September 2022

A look inside strategies and programs that are helping credit unions of all sizes make a difference in the communities they serve.
Features

Service Puts Financial Wellness In Members’ Pockets

The financial atmosphere is changing. A decline in in-person transactions is leaving credit union staffers with fewer face-to-face opportunities to talk with members about financial ...
Features

Adding Fun To Financial Education

Abound Credit Union’s in-house curriculum meets state requirements while engaging and entertaining young students.

Service Puts Financial Wellness In Members’ Pockets

The financial atmosphere is changing. A decline in in-person transactions is leaving credit union staffers with fewer face-to-face opportunities to talk with members about financial planning and wellness. And the rise of non-traditional resources for investment and savings advice tempting resources that young people are turning to more often, according to a recent national survey

Read More »
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