By providing important estate planning, helpful insurance products, and other emergency planning resources, your credit union can improve member financial health and protect your credit union’s financial standing.

Earning SEG partnerships can be time and resource intensive, but with the right strategies, the efforts are worthwhile. Offering tools that show measurable improvement in employee financial wellness can push the needle forward in garnering SEG relationships.

By leveraging their existing SEG relationships, credit unions have an opportunity to grow their membership by offering products and services that resonate with SEGs and their employees. Well-constructed and thoughtful financial wellness programs are key to engaging SEGs.

Traditional financial institutions, including credit unions, are finding themselves in a competitive race, striving to maintain relevance and grow their membership. One strategic advantage that credit unions can leverage in this race is their focus on select employer groups (SEGs).

By harnessing the power of data, credit unions and community banks can predict customer behavior, understand market trends, and optimize internal processes.

Showing that your credit union cares about member well-being drives true member loyalty. Here’s how to move the needle on member retention.

Competitive products and services don’t always lead to buying decisions in an oversaturated market, but resources like financial education tools can make credit unions stand out

Word-of-mouth marketing is a powerful strategy for credit unions to increase their membership. According to a report by Nielson, 92% of consumers trust recommendations from people they know. Meanwhile, less than half of consumers trust online ads.