C.U. on the Road to Financial Wellness

Our mission is to help credit unions become the financial wellness centered cooperatives where .

Financial wellness requires a shift in thinking, priorities, and strategy.

Imagine your credit union as a wellness company offering members the tools to achieve life goals and the solutions to their financial situations.

We have the resources to support your staff’s financial health and the tools to reach your members through a financial wellness approach.

Building exterior in Toronto, Canada

A passion for supporting credit unions

We’re here to C.U. succeed by becoming the financial wellness brand supporting the wellbeing of your staff and members.

Financial Knowledge

Access articles, ebooks, workshop materials, and social media posts.

Expert Speakers

Access the best wellness speakers for your events and webinars.

Member Events

We coordinate and support your community outreach.

Staff Wellness

Support your staff’s wellbeing so they can reach their personal goals.

Marketing Support

Stop selling products. Start changing lives with wellness as the message.

Consulting

Build your credit union financial wellness strategic focus.

An array of resources

Our comprehensive suite of services to help you do financial wellness marketing easier.

Marketplace

  • Choose articles to post on your website.
  • Discover email series for your members.
  • Download ebooks and social media posts.
Tourist taking photo of a building
Windows of a building in Nuremberg, Germany

Community

  • Ask questions and get answers.
  • Connect with financial wellness experts and influencers.
  • Get support for your initiatives.

“Financial wellness is about your health and wealth. It’s about the overall quality of the life you’re living.”

Jason Vitug

CEO of phroogal.com and former credit union executive

Coming Soon Spring 2024