Marketing

Financial Wellbeing

By Erik Payne | May 10, 2021

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.

By Marc Rapport | April 26, 2021

Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.

By Callahan & Associates | April 19, 2021

Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.

 

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By Marc Rapport | March 29, 2021

Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.

By Erik Payne | March 23, 2021

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

By Marc Rapport | Feb. 22, 2021

A new analytics strategy has fixed misconceptions about members and fuels targeted product creation and marketing.

By Anson Vuong | Jan. 15, 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 source.

By Anson Vuong | Jan. 13, 2021

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.

By Marc Rapport | Jan. 11, 2021

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

By Chris Howard | May 18, 2020

Focusing on products and service won’t build lasting, sustainable success; mission-based strategy helps separate real opportunity from feel-good initiatives.