3 Financial Wellness Programs That Really Work

CUs benefit from improving members’ financial health.

Let’s be honest. Many credit unions’ financial wellness initiatives, though well-intentioned, tend to fall flat. As a credit union advocate in the digital marketing space, I always love seeing a comprehensive, user-friendly financial education blog, a well-designed email series chock-full of enlightening tidbits and tips, or a seamlessly integrated event calendar with enticing webinars on personal financial management.

But, as many a Google Analytics report has shown me, even the best online initiatives tend to be underutilized, as are many in-person financial counseling and advising programs. Why is this? There are valid and oft-cited reasons – shame, time constraints, etc. – but perhaps we are still missing some key pieces of the puzzle. These three takeaways from innovative financial wellness initiatives provide insight into where our efforts may be missing the mark.