Workers Earns National Recognition for Financial Education in New PlanIt Branches

Workers Credit Union today announced it was named a 2021 Diamond Award winner by the Credit Union National Association (CUNA). The credit union earned the recognition in the category of financial education for its new, interactive PlanIt app, a touch-enabled app installed on large panels in its PlanIt locations that asks members questions to match them up with products and service categories to make their most ambitious financial dreams come true. The app is part of the credit union’s goal to provide judgement-free financial education, implementing the latest technology that removes friction from banking so members can focus on their financial wellness.

“It is an honor to be named a Diamond Award Winner once again and be recognized as the best-of-the-best of credit unions across the country,” said Doug Petersen, president and CEO of Workers Credit Union. “We’re extremely proud of this award that recognizes our commitment to financial education and wellness, which is the cornerstone of the Workers Way™ and everything we do.” Workers Credit Union previously was recognized in the television campaign category in 2020.

The Workers Way™ financial wellness program provides personalized, judgement-free, financial education and coaching to all Workers Credit Union members. All Workers branch staff are trained and certified financial coaches who meet with members one-on-one, both in person and virtually. The coaches become true partners, taking members through the step-by-step process of achieving financial wellness and empowering them to make good decisions at every life stage whether they are getting a first mortgage or planning for retirement.

The CUNA Diamond Awards are the most prestigious awards in the credit union industry and recognize exceptional efforts in credit union marketing and business development. This year’s awards competition received 1,278 entries in 35 categories, including brand campaigns, crisis management, and more.

“Credit unions that receive these awards should be extremely proud of their accomplishments and know that their work represents the very best examples of creativity, innovation, relevance and execution,” according to Amy McGraw, CUNA Diamond Awards Chair.

Learn more about The Workers Way.