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Patelco Credit Union launches financial health-focused website to guide member needs

Responsive website design and tools empowers members to achieve personal financial goals and well being

DUBLIN, CA (June 18, 2018)Patelco Credit Union recently launched its new member-facing website, designed to focus on member needs within the context of their respective personal financial goals and wellbeing. The responsive, unified website offers the same user experience on mobile or desktop, tying together Patelco’s suite of personal finance tools to provide members a single online view to efficiently manage personal finances.

“The needs-based user experience of the new Patelco.org is a massive step forward in providing our members the necessary tools and expertise required to attain personal financial health and wellbeing,” said Patelco’s President and CEO, Erin Mendez. “Instead of simply focusing on the latest products and rates, the new site recognizes personal finance as a journey, providing a guided experience depending on a person’s financial goals, be it buying a house, building emergency savings or investing for retirement.”

Depending on the needs of the member, visitors can choose a guided experience tied back to a specific financial goal the individual member inputs to the website, such as saving for college or buying a car. Each of these guides includes additional content about relevant products and services, including simple and more complex financial calculators, and readily available contact details to talk or text chat with a member service representative at any moment.

The website also features:

  • Smart, adaptive search capabilities.
  • A suite of online calculators accessed from the homepage for common buying, saving and borrowing scenarios.
  • Integration with Financialocity Center, Patelco’s online financial insights center offering tools, advice and information to achieve personal financial health.
  • Upcoming community events and news about Patelco’s happenings in the areas it serves.

Visit the new website here: https://www.patelco.org/


About Patelco Credit Union

Dublin, Calif.-based Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With nearly 500,000 members, primarily in and around northern California, Patelco is committed to improving its members’ financial health and well-being by offering personalized solutions, advice, and expertise that empower members to live their best financial lives. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $9 billion in assets. For more information, visit  https://www.patelco.org/.

Contacts

press@patelco.org

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