Personal Finance Management (PFM)

By Marc Rapport | March 4, 2019

A coaching program at Wright-Patt Credit Union teaches members how to be responsible with money while enjoying life.

By Callahan & Associates, Inc. | Nov. 16, 2017

In this webinar, Amanda Lunger, chief marketing and sales officer for Central Willamette Community, discusses the credit union's campaigns designed to attract deposits and keep up with it's eight consecutive quarters of double digit loan growth.

By Callahan & Associates, Inc. | Oct. 12, 2016

Callahan & Associates and Gene Pelham discuss how Rogue identified the opportunity in a high-yield loyalty program, how it determined the parameters of the program, how it positions the program, and what it expects from 2017 and beyond.


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By Ted Goldwyn | Aug. 8, 2016

Rogue Credit Union beats the market and its peer averages with an ownership savings account.

By Marc Rapport | Sept. 4, 2014

New hardware technologies are emerging, ready or not, and they’ll have an impact on credit unions.

By Scott Patterson | Oct. 21, 2013

Up-and-coming products will impact the relationship between credit unions and their members.

By David Mooney | Oct. 21, 2013

Alliant Credit Union CEO David Mooney talks about the importance of innovation in the credit union movement.

By CU Solutions Group | Oct. 14, 2013

Online technology tools like SaveUp can help engage and grow a credit union’s younger membership.

By Aaron Pugh | Sept. 24, 2012

From PFM to mobile marketing, incorporate best practices from today’s bleeding edge providers.

By Alix Patterson | Jan. 16, 2012

Credit unions are deploying innovative ways to expand their footprint – both physically and virtually.

By Rebecca McClay | Nov. 28, 2011

Credit unions can offer special short-term loans and financial counseling during these high-spending months.

By Alexandra Gekas | May 20, 2011

Five criteria a Callahan Gen Y-er is looking for in a credit union.

By Callahan & Associates | April 1, 2011

Credit unions are experiencing a fundamental shift towards education in the online channel, driving member purchase activity.


By Aaron Pugh | April 1, 2011

The need for accessible money-management extends not only to current members but also to the next generation as well.

By Thomas Cullen | March 29, 2011

Rewards, home prices and NFC? They all mean something for credit unions during the week of March 28.

By Thomas Cullen | March 9, 2011

Fees are causing a stir, and small companies are feeling more confident.

By Aaron Pugh | Dec. 7, 2010

How are your members spending their money, and where can you help them make improvements?

By Aaron Pugh | Nov. 2, 2010

Don’t forget the Groupon.

By Aaron Pugh | Oct. 1, 2010

Credit unions must understand the technology solutions Gen Y needs today to become profitable, successful members tomorrow.

By Aaron Pugh | Sept. 23, 2010

Thinking small yields the best results with mobile financial solutions.

By Aaron Pugh | Sept. 2, 2010

With differing opinions on the role technology should play in a financial institution’s Gen Y outreach, the education element should not be ignored.

By Callahan & Associates | July 1, 2010

If your credit union is not ready to make the leap into a full-feathered PFM offering, there are still steps you can take to make online banking and bill pay features more user-friendly.

By Callahan & Associates | April 1, 2010

Personal finance management tools promote awareness of spending habits.

By Callahan & Associates | April 1, 2010

Credit unions are growing members, loans, and a reputation for helping members online.

By Callahan & Associates | April 1, 2010

Personal Finance Management tools benefit users and credit unions.

By Callahan & Associates | April 1, 2010

Social media at its heart is a cross-marketing strategy… now make it so.

By Chris Tissue | April 1, 2010

This edition is brought to you straight from the corporate communities that use this holiday to have a little fun and show some personality. And from the letters C and U.

The ROI of PFM

By Denise Senecal | March 1, 2010

To understand the ROI of personal financial management tools, credit unions must understand the benefits it offers institutions and their members.

By Denise Senecal | Feb. 24, 2010

Helping members better manage their finances increases the credit union’s bottom line in more ways than one.

By Denise Senecal | Feb. 15, 2010

Members are focusing on saving money and reducing debt, but survey data shows opportunities are still available for new account and loan creation.

By Denise Senecal | Feb. 11, 2010

According to Callahan’s 2009 Technology Survey, 29% of credit unions currently offer PFM tools and an additional 40% expect to offer them over the next two years.

By Callahan & Associates | July 1, 2009

As internet technology evolves, members will expect your website to as well.

By Callahan & Associates | July 1, 2009

For SAFE Credit Union, personal finance management tools offer clear benefits for their membership.

By Denise Senecal | June 15, 2009

Personal finance management tools (PFM) are being touted as the latest tactic for financial institutions to cement the member relationship, and the momentum is building. While only 29% of credit unions surveyed currently offer PFM tools, 40% expect to offer it during the next two years.

By Callahan & Associates | July 1, 2008

Many credit unions are evolving its virtual teller to anytime, anywhere virtual financial advisors.

By Brooke C. Stoddard | July 1, 2008

Keeping track of the fast-moving technology and separating the useful from the hyped is the job of IT specialists.

By Denise Senecal | Feb. 18, 2008

Credit union members say that increasing savings and reducing debt are critical priorities for the coming year. Helping members not only identify appropriate goals, but track their progress towards these goals is a key opportunity for credit unions in 2008.

By Jay Johnson | Dec. 10, 2007

As year-end approaches and budget and tax decisions are made by members, the need for guidance becomes particularly important as financial product offerings become more complex.

By Scott Patterson | Nov. 5, 2007

For the past decade, transactional capabilities in home banking have been the development focus of most financial institutions and vendor solutions. However, many believe that 2008 will mark the time when personalization and embedded financial management capabilities will take center stage in core home banking platforms.

Partner Perspective
How EZ RU to join?

By fiVision | Aug. 27, 2007

As the famous ad goes, “membership has its privileges,” and millions of credit union members are proof of that very concept. However, in today’s fast-paced environment, are you doing everything you can to make becoming a member as quick and painless as possible?

By Jon Jeffreys | Feb. 19, 2007

Many credit unions websites assume that the member sales cycle is: interest then sale. This is similar to having a 1st date then marriage. There is a better way to approach online members.

By Stephanie Alofoje | Oct. 2, 2006

Many members – even internet-savvy online members – need some additional help to take steps toward improve their financial futures.