Building a financial well-being plan
Operationalizing finhealth programs and initiatives
Understand member needs
Ground your financial well-being plan in member needs. Use data from Assess/Learn to review your products, services and delivery channels and identify opportunities for improvement.
The National Credit Union Foundation provides system-leading training to help credit unions infuse empathy into their business practices.
Review your products, solutions and services against these 12 core development issues that are preventing financial freedom in your community.
Support your employees
Credit unions like SESLOC have discovered that supporting employees on their financial health and well-being journey can attract and retain talent—and provide better service to members.
Work with us
The Foundation can help your credit union build a deeper understanding of who your members are, the challenges they face, and the opportunity to meet their needs.
Supporting your financial well-being journey
Step 2: Assess/Learn
Before you can plan a successful financial well-being strategy, assess the opportunities available to you.
Step 4: Act
Uncover opportunities to continuously listen, learn and adjust your program to improve financial well-being for all.