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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.
Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.
Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.
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Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
A new analytics strategy has fixed misconceptions about members and fuels targeted product creation and marketing.
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.
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.
Jeff Sobieralski educates and engages members at the Indiana financial cooperative.
Focusing on products and service won’t build lasting, sustainable success; mission-based strategy helps separate real opportunity from feel-good initiatives.