Helping members is the heart of the credit union industry. We’ve been talking to credit union leaders and experts at Gallup about the difference between financial health and financial wellbeing, how to measure them, and what it means for credit unions and their members.
Here are some insights from our recent Financial Wellness theme week on CreditUnions.com:
What Financial Challenges Do Members Think They’ll Have In 2021 – A poll by Gallup directly asked credit union members: “What financial challenges do you anticipate in the next six to 12 months?” Read more about the three prominent themes and how to help members.
Driving Market Differentiation Through Member Engagement – This webinar shares key takeaways from Gallup’s Financial Services Study and provides details on how credit unions can differentiate in today’s environment by focusing on the person behind the member. Watch here.
What’s In A Name: Director Of Financial Wellness And Wellbeing – In this interview, Jeff Sobieralski, Director of Financial Wellness And Wellbeing at Teachers Credit Union ($3.9B, IN) talks about his role and how the credit union serves members. Read now and meet Jeff.
Why Financial Wellbeing Is Critical to Member Success – Members who agree that their credit union looks out for their financial wellbeing are three times more likely to be engaged. Learn more about how member success and engagement is tied to financial wellbeing.
Interested In Learning More About Implementing Financial Wellbeing And Member Engagement Programs At Your Credit Union?
Callahan & Associates and Gallup have teamed up to help credit unions drive better service and member engagement through the lens of financial wellbeing. Learn more about the 5-year program and how you might be able to implement it at your credit union.
More Blogs
How to Benchmark Credit Union Performance Against the Economy
Credit union executives and finance leaders face an increasingly complex task: explaining financial performance in a way that is both accurate and actionable. Traditional benchmarking approaches focus on two perspectives: Internal Trends – How your own institution’s...
Why Who You Benchmark Performance Against Matters More Than You Think
Too often, benchmarking is treated as a scorecard — a way to check performance against peers for board prep, audits, or strategic planning discussions. But the choice of peer group matters, it can help you tell a more complete story about your credit union’s performance and validate strategic decisions.
Why “Jobs To Be Done” Should Be at the Core of Every Credit Union’s Strategy
Over the past decade, Callahan & Associates has worked closely with credit union leadership teams across the country to help them approach innovation and think more strategically about how they serve their members. A key part of this work has been rooted in...
Great Lakes Credit Union Featured In Callahan & Associates’ “Anatomy Of A Credit Union”
Washington, DC – Great Lakes Credit Union (GLCU) has been featured in the Spring 2025 edition of Callahan & Associates’ “Anatomy Of A Credit Union” series, which highlights exemplary credit unions demonstrating strategic innovation and community impact. The...
Callahan & Associates Celebrates 40 Years Of Credit Union Impact
Washington, DC – On April 1st, 2025, Callahan & Associates proudly marks its 40th anniversary, celebrating four decades of innovation, leadership, and commitment to serving the credit union industry. Since its founding in 1985, Callahan has been at the forefront...
Expertise Matters. Be The Partner Clients Trust.
For credit union suppliers to be considered indispensable, it’s more important than ever to know their clients' and prospects' businesses inside and out. Credit unions are looking for more than just basic products and services from their suppliers – they need partners...
Understanding Credit Union Financial Reports
The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations. Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and...
Navigating The NCUA’s 2024 Supervisory Priorities
In today's changing financial landscape, credit unions face a host of challenges when it comes to maintaining stability and ensuring member protection. Recently, the National Credit Union Administration (NCUA) outlined its supervisory priorities for 2024, highlighting...
Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit unions to make a meaningful impact on their members and communities.
Insights And Advice For Credit Union Leaders
Are you new to a leadership role or preparing for one? Are you focused on empowering future leaders? Are you a veteran leader looking to be inspired? We recently asked new and established leaders what it means to embrace different leadership styles, encourage culture changes, and what advice they have for the next generation of leaders.