Credit Union Member Engagement and Financial Wellbeing Consortium
Making Members’ Lives Better. Making Members for Life.
A data-driven consortium that helps credit unions measure what matters, act on what works and build a stronger member retention strategy.
Trusted by Leading Credit Unions Across the Country
The Consortium now serves more than 4 million members through these credit unions, which have made member engagement and financial wellbeing a measurable competitive advantage.
Driving Growth While Advancing Member Financial Wellbeing
Credit unions are navigating increasing complexity while remaining accountable to growth, mission and members. The Consortium helps leaders examine their priorities with fresh perspectives so they can make decisions that are clear, focused and carried out.
Strategic Challenges
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- Proving Mission Results
Credit unions are committed to improving members’ lives but often lack clear, shared ways to demonstrate progress or results.
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- Sustaining Purpose-Driven Growth
Growing balances, participation and relevance must happen without compromising trust or competing solely on rates and pricing.
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- Focusing on What Matters Most
With limited capacity and countless initiatives, leaders face constant pressure to decide where to focus to deliver the greatest return.
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- Keeping Pace With Change
Member needs and expectations evolve quickly, challenging credit unions to adapt fast enough to stay relevant.
What Consortium Credit Unions Achieve
increase for the average Consortium credit union over 5 years
+7% increase over 2 years
increase in members who strongly agree their credit union looks out for their financial wellbeing over 5 years
+38% over 2 years
increase in members who strongly agree their credit union is the perfect fit over 5 years
+6% over 2 years
reduction for the average Consortium credit union over 5 years
-9% reduction over 2 years
Two Distinct Experts. One Collaborative Program.
Gallup brings the science of member engagement. Callahan & Associates brings decades of credit union expertise. Together, they offer Consortium credit unions something neither could offer alone. By combining Gallup’s specialized behavioral research and decision-making with Callahan’s decades of credit union expertise, this program helps your credit union take mission-aligned, data-informed actions that change member perceptions and behavior, producing measurable results.
Gallup
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Behavioral Science and Consumer Research
90+ years of global research on what shapes human behavior, engagement and wellbeing, applied specifically to financial services.
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Member Engagement Framework
Gallup's ME3® measures engagement through three questions with proven links to credit union member behavior, placing members into one of three groups: fully engaged, indifferent or actively disengaged. It is the most widely used measure of credit union member engagement.
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U.S. Polling Research and National Benchmarks
Continuous national polling on financial wellbeing, consumer attitudes and economic outlook gives Consortium members context no internal survey can provide.
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Expert Advisory and Thought Leadership
Gallup consultants turn raw data into clear recommendations through annual executive briefings, proprietary research and ongoing advisory to participating credit unions.
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Voice of Member Platform
Gallup manages the Voice of Member platform, including survey programming, platform maintenance, closed-loop feedback, sampling guidance and ongoing advisory support.
Callahan & Associates
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Credit Union Industry Expertise
Callahan’s perspective draws on continuous ongoing dialogue with credit unions, offering Consortium members insight into how peers are thinking about performance, strategy and relevance.
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Building Collaboration
Through facilitation and industry context, Callahan helps Consortium members learn from peers, examine common challenges and test ideas against real credit union experience.
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Performance Measurement
Through Callahan’s financial analysis software, credit unions can aggregate Consortium results and benchmark outcomes against participating peers and non-participating credit unions.
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Industry Data Insights and Strategic Context
Using industry data and trends, Callahan helps Consortium members make sense of results, understand underlying factors and inform strategic conversations.
The Consortium is like a network of allies with whom we continue to learn and grow with as we share our experiences, our achievements and our failures.
Start the Conversation
Learn from Gallup and Callahan how the Consortium can work for your credit union.