EDGE Encores - Accelerating Financial Well-Being with the Member Financial Health Metric
RECORDED ON Aug 13, 2024
EDGE ENCORES - Accelerating Financial Well-Being with the Member Financial Health Metric
EDGE ENCORES - Accelerating Financial Well-Being with the Member Financial Health Metric
Credit Unions play an essential role in their members’ financial well-being. This session, led by Jen D’Amico from CommonWealth Central Credit Union and Greg Leslie from Trellance, will explore strategies for taking an even more proactive role in solidifying members’ financial health. It all starts with an understanding of a groundbreaking new metric, the Member Financial Health Metric (MFHM). Greg will discuss how the MFHM is calculated, sharing strategies for defining key indicators and establishing benchmarks. Attendees will discover how to rely on MFHM for a variety of initiatives, including the delivery of personalized financial guidance, financial education, gamification and activated participation. Each is critical to the future of financial health, as well as to continuing on “People Helping People” path.
SPEAKERS FROM THIS SESSION
Greg Leslie – Client Engagament Manager at Trellance
Jen D’Amico – Chief Marketing Officer at CommonWealth Central Credit Union