Know Your Membership
A National Credit Union Foundation grant is uncovering critical opportunities to help credit unions stay relevant in multicultural markets.
Partners like Coopera Consulting are providing credit unions with insights to help them reach and engage new members.
Your Money, Your Goals
This free toolkit is designed to help you hold money conversations with people, wherever they are on their financial well-being journey.
Define the need
Build a culture focused on financial well-being
A key part of assessing your credit union’s readiness to implement a holistic financial well-being strategy is taking stock of what you are already doing.
Credit unions like SchoolsFirst Federal Credit Union have found success by integrating financial health goals and incentives into every area and every employees’ goals.