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An in-house training program coaches member-facing staff on how to dig deeper during everyday interactions.
Kenia Calderon Ceron is forging a deeper relationship between Iowa’s biggest financial cooperative and the state’s growing Latino population.
Affinity FCU’s outbound calling team seeks out suffering members to help solve their financial problems.
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Patelco Credit Union’s small-dollar loan doubles down on financial wellness principles by helping members with low or no credit improve their financial station.
Diane Sandoval-Griego coordinates diverse efforts to improve financial wellbeing for a multicultural membership.
Credit unions share insights about programs and strategies aimed at helping marginalized members and communities.
Philadelphia FCU offers cash prizes and counseling sessions for winners of a campaign targeted to reach recipients of social services.
Wel lay out the challenges credit unions face and provide actionable solutions for leveling up both your frontline and your member experience.
The California cooperative introduces an entirely new in-branch role as part of its organizational shift to promote wellbeing.
A new analytics strategy has fixed misconceptions about members and fuels targeted product creation and marketing.