Collaborative Financial Wellbeing & Member Engagement Consortium
Placing Member Financial Wellbeing At The Center Of Your Strategy
Credit unions were founded to serve.
Today, service alone does not drive loyalty. Loyalty isn’t won by rates or technology; it’s earned through emotional connection.
Members stay when they feel seen and cared about. When they believe their credit union is committed to improving their financial wellbeing. When they trust that their institution is built not just to bank, but to better lives.
That belief — and the emotional engagement that follows — is what creates loyalty and grows participation, driving both member financial wellbeing and sustainable profitable growth for the credit union.
That’s why we created the Collaborative Financial Wellbeing & Member Engagement Consortium.
This multi-year transformation program helps credit unions do what they were born to do, but better: improve member financial wellbeing in measurable, meaningful ways while building sustainable, purpose-led profitability.
Through Gallup’s Nobel-prize-winning behavioral science and powered by Callahan’s decades of credit union expertise, this program equips your credit union to take mission-aligned, data-informed actions that change member perceptions and behavior, driving both impact and growth.
Gallup Research Shows
Members That Are Fully Engaged Are…
5.4x
More likely to be loyal and stay with their credit union.
2.5x
More likely to own multiple products with their credit union.
5.6x
More likely to consider their credit union as trusted advisors and contribute more business on high-value products.
Yet fewer than 50% of credit union members feel their institution truly looks out for their financial wellbeing.
The Consortium Is Changing That.
Member perception scores among consortium participants are 2.5x higher than the industry standard – 430% better than banks.
When members feel cared for are and are emotionally engaged, the outcomes for credit unions are improved member financial wellbeing and stronger, more sustainable credit union growth.
What to Expect
This is a hands-on, high-impact program designed for credit unions ready to lead change.
You’ll know what’s working, what’s not, and where to focus next.
✔ Gallup-led transformation workshops
✔ Ongoing member sentiment tracking
✔ Benchmarking against peer institutions
✔ Collaborative learning with other credit union leaders
✔ Strategic guidance from Callahan experts
✔ Quarterly insights and action planning
Join A Group Of Forward-Thinking Credit Unions Already Seeing Results
“Our members literally told us what to do and where to invest. The repeating structure of the program allows us to see if the investment is delivering the results we desired and, if not, where to adjust.”
“Leveraging Gallup’s expertise across the group of participating credit unions is accelerating every credit union’s progress.”
Ready To Lead The Future Of Financial Wellbeing?
This program is designed for credit unions to drive cultural transformation to better the lives of their members and the sustainability and relevancy of the institution.