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Financial Health as a Growth Strategy: How Education Builds Loyalty and Long-Term Value

Webinar Wednesday: Session 1

Cooperative Solutions
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Discover the CCUA's Webinar Wednesday series, designed to bring educational insights, innovative solutions, and member-focused services directly to you. Held on Wednesdays of each month, this series features timely topics and expert perspectives to keep credit unions ahead in a dynamic industry. 

Financial Health as a Growth Strategy: How Education Builds Loyalty and Long-Term Value

In today’s competitive financial services landscape, credit unions are being challenged to deliver more than products—they are expected to improve their members’ financial lives. This session explores how financial education and wellness initiatives can serve as a robust growth strategy, fostering trust, deepening engagement, and driving sustainable revenue over time. Attendees will learn how leading credit unions are reframing financial education from a compliance or support function into a strategic lever for loyalty. We’ll discuss how improving member financial health leads to stronger relationships, better product adoption, lower risk, and higher lifetime value—while reinforcing the credit union’s mission of people helping people.

 

CCUA Webinar Wednesday virtual events are exclusive to member credit unions. Partners interested in engaging with our credit union community can explore sponsorship opportunities by emailing solutions@ccua.org.

Details

January 21, 2026 10:30 am - 11:30 am EST