Connect With Callahan To Learn More About This Multi-Year Transformational Program
Credit unions were founded to serve. But today, that promise is being tested.
Amid growing financial uncertainty and rising member expectations, service alone is no longer enough to drive loyalty. Loyalty isn’t won by rates or technology; it’s earned through emotional connection.
Members stay when they feel seen and cared about. When they believe their credit union is committed to improving their financial wellbeing. When they trust that their institution is built not just to bank, but to better lives.
That belief — and the emotional engagement that follows — is what creates loyalty and grows participation, driving both member financial wellbeing and sustainable profitable growth for the credit union.
That’s why we created the Member Engagement & Financial Wellbeing Consortium.
This multi-year transformation program helps credit unions do what they were born to do, but better.
By embracing this mindset, credit unions can make more informed decisions that help members navigate debt, inflation, and everyday financial stress with confidence — and build the trust that their credit union will be there through it all.
By combining Gallup’s specialized research in human behavior and decision-making with Callahan’s decades of credit union expertise, this program equips your credit union to take mission-aligned, data-informed actions that change member perceptions and behavior, driving both impact and growth.
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The Consortium Is Changing That.
This isn’t just a program, it’s a mindset shift. It helps leaders rethink what truly matters so they can make more informed, mission-aligned decisions. And that shift is delivering results:
Member perception scores among consortium participants are 2.5x higher than the industry standard – 430% better than banks.
When members feel cared for and are emotionally engaged, they save more, borrow smarter, and choose to grow with you. That participation is what drives stronger financial wellbeing and sustainable credit union growth.
What to Expect
This is a hands-on, high-impact program designed for credit unions ready to lead change. You’ll uncover blind spots, close gaps, and confidently align resources where they matter most.
- Gallup-led insights and activation workshops.
- Strategic guidance from Callahan experts.
- Ongoing member sentiment tracking.
- Benchmarking against peer institutions.
- Collaborative learning with other mission-driven credit union leaders.
- Quarterly insights that spark action, not just reflection.
Join A Group Of Forward-Thinking Credit Unions Already Seeing Results
“Our members literally told us what to do and where to invest. The repeating structure of the program allows us to see if the investment is delivering the results we desired and, if not, where to adjust.”
- David Snodgrass, CEO, Lake Trust
“Leveraging Gallup’s expertise across the group of participating credit unions is accelerating every credit union’s progress.”
- Erin Mendez, CEO, Patelco
