A strategy to help members magnify their money
A coaching program at Wright-Patt Credit Union teaches members how to be responsible with money while enjoying life.
Wright-Patt Credit Union ($4.4B, Beavercreek, OH) has undertaken an aggressive, comprehensive initiative to boost the financial wellness of its members and people who the big Ohio credit union would like to make members.
Called Financial Flexibility and Freedom, the effort includes products and services the credit union has long provided — such as money management campaigns and re-financing offers— as well as something entirely new — the MoneyMagnifier coaching program.
Under that program, the 32-branch financial cooperative is training and deploying what it calls “member center financial coaches” to instruct members on:
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