When it comes to resolutions, credit unions have a pivotal role to play. By helping members achieve their financial goals, you can enhance individual lives while fortifying the community and strengthening the fabric of your credit union.

Staying true to Paperwork’s mission of providing financial wellness for everyone, we listened to our users to provide a new level of goal tracking, scoring integration, and access to credit union products.

Hear from Andrew Lendnal, best-selling personal finance author, Global Financial Wellness & Fintech Expert, and Founder of FinWell360™, and Kate Grayson, Paperwork’s Director of Product - Financial Wellness on the key factors that make for a successful workplace financial wellness program.

The holiday season presents unique challenges, but by leveraging holiday deals, community involvement, and digital platforms, your credit union can turn this typically challenging period into a time of growth and member connection.

When communities feel that their credit union cares on a personal level, their members feel more confident trusting the credit union with their finances.

Ensuring that members know the importance of saving, investing, and avoiding debt can secure the prosperity of the community as a whole.

Hear from Bjorn Larson, executive director of BCU’s Life.Money.You® and Paperwork’s CEO, Kevin Cimring, on the key factors that made for a successful implementation. Get vital take-aways for your member growth and engagement strategies going forward.

By offering a wide range of useful retirement products and services, credit unions can foster deeper connections, improving engagement, retention, and acquisition all while serving their mission of improving members’ financial lives.