WHAT WE DO / RESEARCH
Simplifying Savings: Using KPIs to Track Financial Health for Credit Union Members
Financial health measurement goes hand-in-hand with solutions, enabling credit unions to positively impact financial well-being for their members. The Financial Health Network worked with Community First Credit Union to analyze its Save My Change Program, a round-up savings tool, revealing the benefit to member financial health.



Alejandra Ruales, Senior Manager, Financial Health Network
Andrew Dunn, Manager, Financial Health Network

Top Takeaways

Reduced overdrafts among program users

An increase of 10 points in FinHealth Scores®, suggesting improvements in individual financial health among program users

Data Spotlight

Over the course of the evaluation period, participants in the Save My Change program saw their FinHealth Scores increase an average of 10 points.

Our Supporters


 This evaluation was generously sponsored by the National Credit Union Foundation.