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The GreenPath Partner Experience

Podkast av GreenPath Financial Wellness

engelsk

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Les mer The GreenPath Partner Experience

GreenPath is a nonprofit who, with our 500+ partners, is creating a world where it is easier to make healthy financial choices. Here, we highlight our partners’ best practices. We hope our existing and prospective partners are inspired by our stories.

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4 Episoder

episode Vermont State Employees Credit Union – Using Human-Centered Design to Create Better Products and Services for Members cover

Vermont State Employees Credit Union – Using Human-Centered Design to Create Better Products and Services for Members

In today's episode, we're joined by Yvonne Garand and Laurie Gormley from Vermont State Employees Credit Union (VSECU) to share how they designed a new product called Edge Pay. A debit card with the tagline "Security and savings when you pay with Edge," EdgePay was developed using the principles of human-centered design. Listen in to learn more about how VSECU designed this member-centered product! Enhance Your Financial Wellness Program We thank you for investing your time to explore how other credit unions across the country are addressing their members’ needs for financial wellness. If your financial institution is currently partnered with GreenPath and you would like to learn more about the variety of resources available, please reach out to your Partner Experience Manager or email the Partner Experience Team at partnerexperience@greenpath.com [partnerexperience@greenpath.com]. If you are not yet partnered with GreenPath, consider joining the over 500 other financial institutions that are having an impact on a large scale by delivering a full spectrum of financial wellness services. Visit our website [https://www.greenpath.com/partnerships/] to learn more or contact us at partnerdevelopment@greenpath.com [partnerdevelopment@greenpath.com].

16. mars 2021 - 42 min
episode Harborstone Credit Union – Rapid Deployment of Financial Navigators during a Crisis cover

Harborstone Credit Union – Rapid Deployment of Financial Navigators during a Crisis

In today’s episode, we’re going to sit down for a chat with an engaged West Coast partner, Harborstone Credit Union, located in Lakewood, WA. During a powerful conversation with their VP of Retail Member Experience Nicole Elliot and Financial Navigator Jen Rose, we explore how Harborstone rapidly deployed their Financial Navigators during an unprecedented crisis.  We dive a little deeper into just how Harborstone was already positioned to help its members weather this financial proverbial “perfect storm” through empathy and understanding. Enhance Your Financial Wellness Program We thank you for investing your time to explore how other credit unions across the country are addressing their members’ needs for financial wellness. If your financial institution is currently partnered with GreenPath and you would like to learn more about the variety of resources available, please reach out to your Partner Experience Manager or email the Partner Experience Team: partnerexperience@greenpath.com [partnerexperience@greenpath.com]. If you are not yet partnered with GreenPath, consider joining the over 500 other financial institutions that are having an impact on a large scale by delivering a full spectrum of financial wellness services. Visit our website [https://www.greenpath.com/partnerships/] to learn more or contact us at partnerdevelopment@greenpath.com [partnerdevelopment@greenpath.com].

4. des. 2020 - 31 min
episode Alabama ONE CU – Providing Financial Wellness in the Digital Age cover

Alabama ONE CU – Providing Financial Wellness in the Digital Age

In today’s episode, we’re going to turn our focus to Alabama ONE Credit Union (AOCU). We are speaking with AOCU’s Financial Wellness Managers, Jacquie Johnson and Cecilia Waits. AOCU’s financial wellness team has created a program called “FinTalks.” AOCU creates a newsletter in the first part of the month, much of which is derived from GreenPath content. Then AOCU records a podcast episode that is released the third of week of the month and expands on the topics from the newsletter. This is a great best practice to provide financial wellness in the digital age. Let’s listen in on how they went about creating this program and the success they’ve had. Enhance Your Financial Wellness Program We thank you for investing your time to explore how other credit unions across the country are addressing their members’ needs for financial wellness. If your financial institution is currently partnered with GreenPath and you would like to learn more about the variety of resources available, please reach out to your Partner Experience Manager or email the Partner Experience Team at partnerexperience@greenpath.com [partnerexperience@greenpath.com]. If you are not yet partnered with GreenPath, consider joining the over 500 other financial institutions that are having an impact on a large scale by delivering a full spectrum of financial wellness services. Visit our website [https://www.greenpath.com/partnerships/] to learn more or contact us at partnerdevelopment@greenpath.com [partnerdevelopment@greenpath.com].

25. nov. 2020 - 19 min
episode Greater Alliance FCU - Results with New Online GreenPath Partner Center cover

Greater Alliance FCU - Results with New Online GreenPath Partner Center

In today’s episode, we sit down with Sheryline Ingersoll, the Director of Marketing with Greater Alliance FCU, located in New Jersey. We explore how their team has been leveraging the new online Partner Center that includes financial education and marketing materials from GreenPath Greater Alliance FCU has experienced exceptional engagement from their membership with this new platform, including a noticeable increase in open and click-through rates in email campaigns. ENHANCE YOUR FINANCIAL WELLNESS PROGRAM We thank you for investing your time to explore how other credit unions across the country are addressing their members’ needs for financial wellness. If your financial institution is currently partnered with GreenPath and you would like to learn more about the variety of resources available, please reach out to your Partner Experience Manager or email the Partner Experience Team at partnerexperience@greenpath.com [partnerexperience@greenpath.com]. If you are not yet partnered with GreenPath, consider joining the over 500 other financial institutions that are having an impact on a large scale by delivering a full spectrum of financial wellness services. Visit our website [https://www.greenpath.com/partnerships/] to learn more or contact us at partnerdevelopment@greenpath.com [partnerdevelopment@greenpath.com].

23. nov. 2020 - 22 min
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