Member Engagement & Financial Wellbeing Consortium
Building Better Lives, Builds Stronger Credit Unions
The Member Engagement & Financial Wellbeing Consortium helps credit unions take mission-aligned, data-informed action to improve members’ financial wellbeing and deepen the emotional engagement that drives trust and loyalty.
Combining Gallup’s behavioral science with Callahan’s credit union expertise, this multi-year program helps credit unions build a stronger, more sustainable institution while delivering better life outcomes for the members they serve.
Interested in learning more?
Explore additional program details below, then fill out the form to schedule a conversation with Callahan. Space in upcoming cohorts is limited, so we encourage you to connect early to learn about available opportunities.
Start The Conversation:
CREDIT UNION CONSORTIUM MEMBERS
Leading Credit Unions Driving Better Member Outcomes
Across the consortium, forward-thinking credit unions are improving outcomes for more than 5.7 million members while accelerating lasting, organic growth.
WHERE CREDIT UNIONS CAN MAKE THE GREATEST IMPACT
Improving Financial Wellbeing While Driving Sustainable Growth
Service alone is no longer enough to earn lasting trust and loyalty.
Gallup’s research shows that credit unions build stronger member loyalty, deeper product and service utilization, and sustainable, organic growth when members believe the credit union not only supports their financial wellbeing, but helps them build better lives.
The credit unions that continue to grow understand where they can make the greatest impact on members’ financial wellbeing and take deliberate action to strengthen those relationships over time.
Through this program, we help credit unions:
Measure What Matters Most
Understand how experiences across key moments in the member relationship shape how members view the credit union's impact on their financial wellbeing.
Deepen Member Relationships
Close the gap between the frontline teams delivering member experiences and the executive teams designing them to make shifts that build trust, loyalty, and emotional engagement.
Drive Better Outcomes
Focus resources on the actions most likely to improve member and organizational outcomes.
Adapt For The Future
Monitor evolving member expectations and uncover new opportunities for impact.
HOW THE CONSORTIUM SUPPORTS THAT WORK
Focused On What Matters Most To Your Members And Your Institution
This is a hands-on, high-impact growth program for credit unions committed to making a greater difference in members’ financial lives. Through the program, your credit union benefits from on-going:
Growth & Member Experience Strategies
Executive sessions, action learning assignments, and a proven change methodology that connect your data to priorities your team can act on.
You'll identify the specific touchpoints that drive or undermine trust, loyalty, and product participation, and build a roadmap to improve them.
Member Insights
Continuous listening at the moments that matter most, such as lending interactions, branch and contact center conversations, and digital experiences.
Gallup's ME3² metric goes beyond satisfaction scores to measure emotional engagement, so your credit union understands how deeply members are connected to the institution.
Research & Benchmarking
Understand how your credit union's performance compares to peers and benefit from Gallup's ongoing thought leadership in consumer financial behavior.
The combination of peer benchmarking and consumer research puts your results in context, alongside a network of peer credit unions doing the same work.
Peer Collaboration
Learn with and from a consortium of credit unions working toward similar goals.
Through shared experiences, facilitated discussions, and peer benchmarking, participants gain new perspectives and proven practices that help accelerate progress and deepen impact.
WHY THIS APPROACH WORKS
A Credit Union Consortium Led By Callahan & Gallup
By combining Gallup’s specialized research in human behavior and decision-making with Callahan’s decades of credit union expertise, this program offers participating credit unions something neither organization could deliver alone.
Together, they help credit unions take mission-aligned, data-informed actions that help members build better lives while driving measurable results for the institution.
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THE IMPACT OF THE WORK
Making Members Lives Better. Making Members For Life.
As credit unions focus on strengthening members’ emotional engagement and financial wellbeing, members develop deeper relationships with the institution and achieve stronger financial outcomes over time.
“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 Credit Union
“Leveraging Callahan and Gallup’s expertise across the group of participating credit unions is accelerating every credit union’s progress.”
Erin Mendez
CEO, Patelco Credit Union
+21% +7% In First 2 Years |
+85% +38% In First 2 Years |
+21% +6% In First 2 Years |
-12% -9% In First 2 Years |
Build A Stronger Future For Members And Your Credit Union
