Hear from Bjorn Larson, executive director of BCU’s Life.Money.You® and Paperwork’s CEO, Kevin Cimring, on the key factors that made for a successful implementation. Get vital take-aways for your member growth and engagement strategies going forward.

By offering a wide range of useful retirement products and services, credit unions can foster deeper connections, improving engagement, retention, and acquisition all while serving their mission of improving members’ financial lives.

As pillars of community-based financial wellness, credit unions have the opportunity to guide members to a secure retirement. By assisting members with retirement planning, credit unions can improve their own standing through increased member retention and asset growth.

Credit unions can increase members' savings by promoting the importance of emergency funds and helping members create their holistic emergency plans.

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).