Paperwork publishes white paper on SEG relationships

The Paperwork team has released a white paper focused on helping credit unions maximize their Select Employee Group (SEG)  relationships. For credit unions with a SEG-based field of membership, deepening relationships with their SEGs (also called “company partners”)  - and offering solutions that resonate with employees of those SEGs - can pay huge dividends in terms of increased member acquisition and engagement.

The white paper drills into strategies and techniques for enhancing SEG relationships and also focuses on why employee financial wellness should be a key component of that strategy. “Employee financial wellness has fast become the #1 requested financial employee benefit”, said Kevin Cimring, Paperwork CEO. “According to various studies, 80% of employees say financial wellness is an important part of a benefits package, while 73%  want more financial wellness tools in the workplace.” This presents a massive opportunity for credit unions to step up to the challenge and offer robust and modern financial wellness solutions to their corporate partners, paving the way for increased membership adoption among employees.

Co-founder and Chief Product Officer at Paperwork, Scott Mount, also added that the company has introduced special onboarding features for a credit union’s company partners. “With these new features, credit unions who sign up for the Paperwork platform can very quickly offer their company partners a tailored financial wellness experience”, said Mount. “Growth and business development teams have been very complimentary as this turbocharges their ability to provide company partners with a comprehensive and modern financial wellness solution at scale.”

You can access our white paper for free here.