Case Study
Acquiring Consumers Today and Activating Consumers for Tomorrow
Acquiring Consumers T oday and Activating Consumers for T omorrow Powering Community First Credit Union’s Growth Using EVERFI’s Financial Education Technology The Problem Members of the Community First Credit Union agreed: financial education was critical for the financial health of the larger membership base. Yet their financial education programs saw struggling participation rates, particularly with in-person classes which attracted only a handful of attendees. The credit union needed to find a better solution—and one that wouldn’t overextend their limited resources. The Process While other vendors in the space either focused on financial counseling or copy-paste online education, EVERFI created a customizable, digital platform to allow Community First to reach their members