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

Top 5 Webinars Of 2021 On CreditUnions.com

Top 5 Webinars Of 2021 On CreditUnions.com

Through all the ups and downs, twists and turns that 2021 put the credit union industry through, Callahan has continued empowering credit unions to impact their communities in meaningful ways. That includes our webinars, which offer key insights into a variety of...

Top 5 Articles Of 2021 On CreditUnions.com

Top 5 Articles Of 2021 On CreditUnions.com

It has been a lively year for the credit union industry. A year that started in the throes of COVID-19 has now given way to nationwide economic reopening tempered by labor shortages, inflation, and now, concerns about yet a new variant. Through it all,...

3 Themes For Credit Union CEOs Leading Into 2022

3 Themes For Credit Union CEOs Leading Into 2022

Credit unions have reported a string of significant milestones across 2021. Over the past few months, we've been able to speak with hundreds of credit leaders and wanted to share some of the key themes we’ve been hearing. Digital Transformation Digital transformation...

Alternative Data Sets And How They Can Help Your Credit Union

Alternative Data Sets And How They Can Help Your Credit Union

For credit unions, there’s no such thing as “too much data”. If there’s data that exists for credit unions to get a better gauge on their role in the local community or in the industry at large, it’s in the cooperative’s best interest to uncover it. While typical...

A Successful Launch Starts With A Successful Team

A Successful Launch Starts With A Successful Team

People often ask me why I’m such a passionate credit union advocate. OK, to be honest, the question is usually more along the lines of “why are you obsessed with credit unions”, and the “people” in question are my friends, family, neighbors, kids’ friends’ parents,...

Webinar Recap: How Callahan Quantifies Credit Union Impact

Webinar Recap: How Callahan Quantifies Credit Union Impact

We recently hosted “Measure Your Mission: How To Quantify Credit Union Impact” as part of the quarterly Tableau User Group (TUG) engagement webinar. In it, we outlined the goals of Callahan’s impact initiative, how impact metrics are quantified, and what credit unions...

3 Ways To Use 2Q21 Data

3 Ways To Use 2Q21 Data

The NCUA has officially released second quarter credit union data. Callahan provides your credit union a multitude of ways to analyze this updated data to benefit your cooperative. Here are three: 1. Build custom tables in Peer-to-Peer In Peer-to-Peer, credit unions...

Recapping The Impact Network Meet-Up

Recapping The Impact Network Meet-Up

On August 17, dozens of credit unions joined Callahan & Associates for the first ever Impact Network Meet-Up. This event, which was open to Impact Network participants only, was created to help participating credit unions form connections, start impact-related...

2Q21 Credit Union Trends and Takeaways

2Q21 Credit Union Trends and Takeaways

More than 1,200 industry peers joined us on Aug. 11 for 2Q 2021 Trendwatch. Callahan highlighted trends in lending, membership, and more as behavior amongst credit union members changed in accordance with the steady economic reopening. Most notably, credit union...

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.