​​​​Mapping Strategic ROI Growth Strategies for 2026 with a Holistic Financial Wellness program.

Most credit unions have identified aggressive strategic growth goals for 2026. Holistic financial wellness programs are often touted as a critical piece of that, but how does it work? Depending on time and resource allocation results can often be a mixed bag.
 
2026 is expected to be a year of varying economic data and conditions marked by a K shaped economy. Andy Manthei from GreenPath will share out both GreenPath and Callahan data and insights around driving outcomes through these categories:

• Membership Growth
• Deposit Expansion
• Deeper Banking Relationships
• Lending Growth
• Loss Reduction
• Community Impact

Fill out the form below to watch the recording and start thinking differently about how financial wellness can support your 2026 strategy!