Through independent research and innovation, the Filene Research Institute explores issues vital to the future of credit unions and consumer finance.


Performance Measures

  1. Credit Union Sustainability: Costs, Consolidation, and Differentiation

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    “We only know two things about the future: (1) It cannot be known. (2) It will be different from what exists now and from what we expect,” said management sage Peter Drucker. What is obvious, even without a crystal ball, is that credit unions need to be lean and disciplined so that they are ready to face the certain uncertainties. We need to be sustainable.

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    categories » Colloquium, Market Structure and Field of Membership, Mergers, Performance Measures

  2. Operational Efficiency: Process Improvement Opportunities for Credit Unions

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    Without incentives, people tend to do things the way they did them before. In business, that often means muddling through complicated processes or inefficient workarounds.

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    categories » Management, Performance Measures, Strategy

  3. Credit Union Strategic Growth and Budgeting

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    Strategic budgeting sessions tend to be disappointing or unrealistic, and they are often both.

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    categories » Management, Performance Measures, Strategy