Screenshot of financial well-being speakers at Inclusiv's virtual conference. Screenshot of financial well-being speakers at Inclusiv’s virtual conference.

Setting members and employees on a track to financial wellness is a goal for many credit unions, but figuring out how to start, measure the success of and maximize the impact of a financial wellness program can be daunting. During Inclusiv’s 2021 Virtual Conference Thursday, leaders from University Federal Credit Union ($3.7 billion, Austin, Texas) and Greylock Federal Credit Union ($1.4 billion, Pittsfield, Mass.) discussed the tools and strategies they’ve found to be successful at their institutions.

Both speakers emphasized there is no silver bullet or one-size-fits-all approach to implementing a financial wellness program. “It all depends on what your organizational goals and priorities are, and whether you want to measure several financial health indicators or just one,” UFCU Financial Health Program Manager Monica Andry noted.

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Natasha Chilingerian

Natasha Chilingerian has worked in the credit union space for over a decade. She joined CU Times as managing editor in 2015 and was promoted to executive editor in 2019. Before that, she served as a communications specialist for Xceed Financial Credit Union (now Kinecta Federal Credit Union) in Los Angeles from 2013-2015, and as a CU Times freelancer from 2011-2013. She has been a professional writer and editor for more than 17 years, specializing in news and lifestyle journalism as well as marketing copywriting for companies in the finance and technology space.

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