Improving financial wellbeing for members is at the core of every credit union’s mission. The challenge we often hear from credit union executives is how to operationalize that mission in measurable ways that strengthen both member outcomes and sustainable institutional growth. Patelco Credit Union ($9.5B, Dublin, CA) is tackling that challenge head-on.
In a fireside chat hosted by Callahan & Associates and Gallup, Melissa Morgan, Chief Delivery Officer, will walk through Patelco’s financial wellbeing strategy and the day to day tactics shaped by ongoing member and consumer behavior feedback. She will offer clear examples of how listening to members and responding to their needs creates a measurable connection between Member Financial Wellbeing and sustained Member Engagement.
What you’ll learn:
- Why strengthening Member Financial Wellbeing can help your credit union drive engagement and long-term institutional success.
- What the Financial Wellbeing Trifecta is and how it can help your credit union focus its efforts where it matters most.
- How Patelco put this methodology into practice and the successful strategies you can learn from and adapt.
Watch now to gain practical takeaways from Patelco’s journey and uncover how similar approaches can be implemented within your own organization.
Place Member Financial Wellbeing At The Center Of Your Strategy
The Member Engagement & Financial Wellbeing Consortium, powered by Callahan & Associates and Gallup, brings together credit unions that want to turn intention into action.
Through shared learning and data-driven insight, this multi-year program equips your credit union to take mission-aligned, data-informed actions that change member perceptions and behavior, driving both Member Financial Wellbeing and sustainable profitable growth for the credit union.
If your credit union is ready to lead the future of financial wellbeing, we’d love to connect. Schedule a conversation with Callahan’s program facilitators to learn more.
