Marketing

Financial Wellbeing

By Rebecca Wessler | May 2, 2022

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.

By Symitar | May 2, 2022

In the age of digital, a “people-helping-people philosophy” is needed more than ever.

By Sharon Simpson | April 25, 2022

Along with hosting its first Financial Inclusion Forums — intended to be an annual event — the California credit union is making efforts to provide products and services that meet the needs of underserved consumers who might be intimidated by traditional FIs.

 

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By Marc Rapport | April 18, 2022

Grant Gallagher leads from the intersection of member education and public relations to build brand and impact at his New Jersey credit union.

By Callahan & Associates, Inc. | Aug. 19, 2021

Jeff Sobieralski, director of financial health and wellbeing, and Michelle Straber, assistant vice president of learning and performance, Teachers Credit Union ($4.2B, South Bend, IN) discuss how the credit union formalized conversation training for employees to dig deeper into a member’s underlying financial health.

By Erik Payne | May 24, 2021

An in-house training program coaches member-facing staff on how to dig deeper during everyday interactions.

By Erik Payne | May 24, 2021

Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.

By Marc Rapport | May 24, 2021

Kenia Calderon Ceron is forging a deeper relationship between Iowa’s biggest financial cooperative and the state’s growing Latino population.

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.