The Next Generation Member
How Credit Unions Can Win the Battle for Financial Engagement

Sponsored by Tapp Engine Securities

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Mark Guglielmo, President, Tapp Engine Securities

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Credit unions have successfully competed for deposits, loans, and payments—but many are still losing the battle for daily financial engagement with younger members. As military families and younger generations increasingly turn to fintech apps for investing, financial education, and wealth-building, credit unions face a critical question: How can they remain the primary financial relationship?

This session explores emerging trends in member behavior, the growing demand for digital wealth solutions, and practical strategies credit unions can implement to deepen engagement, improve financial wellness outcomes, and create new opportunities for member growth.

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Attendees will learn:

• How Gen Z and Millennial members are approaching investing differently

• Why financial wellness programs often fail to drive engagement

• The role digital investing and education can play in strengthening member relationships

• Real-world examples of credit unions successfully increasing engagement through digital financial tools

• Key considerations when evaluating digital wealth initiatives