Member Engagement &
Financial Wellbeing Consortium
THE PROGRAM
Building Better Lives, Builds Stronger Credit Unions
The Member Engagement & Financial Wellbeing Consortium helps credit unions take mission-aligned, data-informed action to improve members’ financial wellbeing and deepen the emotional engagement that drives trust and loyalty.
Combining Gallup’s behavioral science with Callahan’s credit union expertise, this multi-year program helps credit unions build a stronger, more sustainable institution while delivering better life outcomes for the members they serve.
CREDIT UNION CONSORTIUM MEMBERS
Leading Credit Unions Driving Better Member Outcomes
Across the consortium, forward-thinking credit unions are improving outcomes for more than 5.7 million members while accelerating lasting, organic growth.
WHERE CREDIT UNIONS CAN MAKE THE GREATEST IMPACT
Improving Financial Wellbeing While Driving Sustainable Growth
Service alone is no longer enough to earn lasting trust and loyalty.
Gallup’s research shows that credit unions build stronger member loyalty, deeper product and service utilization, and sustainable, organic growth when members believe the credit union not only supports their financial wellbeing, but helps them build better lives.
The credit unions that continue to grow understand where they can make the greatest impact on members’ financial wellbeing and take deliberate action to strengthen those relationships over time.
Through this program, we help credit unions:
HOW THE CONSORTIUM SUPPORTS THAT WORK
Focused On What Matters Most To Your Members And Your Institution
This is a hands-on, high-impact growth program for credit unions committed to making a greater difference in members’ financial lives. Through the program,
your credit union benefits from:
Growth & Member Experience Strategies
Executive sessions, action learning assignments, and a proven change methodology that connect your data to priorities your team can act on.
You'll identify the specific touchpoints that drive or undermine trust, loyalty, and product participation, and build a roadmap to improve them.
Member Insights
Continuous listening at the moments that matter most, such as lending interactions, branch and contact center conversations, and digital experiences.
Gallup's ME3² metric goes beyond satisfaction scores to measure emotional engagement, so your credit union understands how deeply members are connected to the institution.
Research & Benchmarking
Understand how your credit union's performance compares to peers and benefit from Gallup's ongoing thought leadership in consumer financial behavior.
The combination of peer benchmarking and consumer research puts your results in context, alongside a network of peer credit unions doing the same work.
Peer Collaboration
Learn with and from a consortium of credit unions working toward similar goals.
Through shared experiences, facilitated discussions, and peer benchmarking, participants gain new perspectives and proven practices that help accelerate progress and deepen impact.
WHY THIS APPROACH WORKS
A Credit Union Consortium Led By Callahan & Gallup
By combining Gallup’s specialized research in human behavior and decision-making with Callahan’s decades of credit union expertise, this program offers participating credit unions something neither organization could deliver alone.
Together, they help credit unions take mission-aligned, data-informed actions that help members build better lives while driving measurable results for the institution.
Gallup
Member Engagement And Financial Wellbeing Measurement
Gallup's Member Engagement Framework (ME3) helps credit unions understand how members perceive their financial wellbeing and relationship with the institution, providing a more meaningful view of engagement than traditional satisfaction metrics.
Behavioral Science, Consumer Research, And National Benchmarks
Decades of Gallup research and national polling reveal the experiences, attitudes, and economic factors that shape member loyalty, trust, and wellbeing — while showing how credit union members compare with the broader market.
Expert Advisory And Strategic Guidance
Beyond measurement, Gallup provides executive briefings, proprietary research, and ongoing advisory support that help credit union leaders understand results, identify opportunities, and make informed decisions.
Training, Resources, And Support
Practical tools, training, and ongoing support equip leaders and teams to translate insights into focused action, sustained behavior change, and measurable improvement.
Callahan & Associates
Credit Union Industry Intelligence
Decades of exclusive focus on credit unions, combined with continuous dialogue with industry leaders, give Callahan a deep understanding of the strategies, challenges, and opportunities shaping credit unions today.
Performance Measurement And Benchmarking
Through Peer Suite and extensive industry data, Callahan provides the benchmarks and context credit unions need to understand what's driving performance, identify opportunities, and focus resources where they can have the greatest impact.
Program Facilitation And Peer Learning
Callahan's experienced facilitators create environments where Consortium members can learn from one another, challenge assumptions, explore shared issues, and translate peer experience into practical action.
Strategic Advisory Expertise
From performance benchmarking and strategic interpretation to peer collaboration and ongoing facilitation, Callahan provides the credit union expertise needed to translate insights into focused action and measurable progress.
“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 Callahan and Gallup’s expertise across the group of participating credit unions is accelerating every credit union’s progress.”
Build A Stronger Future For Members And Your Credit Union
The Member Engagement & Financial Wellbeing Consortium equips your credit union with insights, benchmarks, and support to improve member financial wellbeing, strengthen engagement, and build deeper relationships with members. Together, these outcomes create the foundation for sustainable growth.
Ready to explore what this could look like for your credit union? Connect with the Callahan team.