Filene Research Institute

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


What's in the Works?

Filene Research Projects in Progress

Filene Research Institute will publish these projects sometime in the future. If you are interested in learning more about any of these projects, feel free to email Josey Siegenthaler.

Credit Union Strategy

  1. Who's Joining Credit Unions - George Hofheimer, Filene Research Institute-Released Soon
  2. Employee Perceptions of Credit Unions - John Gatewood, Lehigh University and John Lowe, Cultural Analysis Group-Released Soon
  3. Thriving Large Credit Unions - Robert F. Hoel, Colorado State University
  4. Member Brand Identity at Individual Credit Unions – Larry Compeau, Clarkson University
  5. The Drivers of Retail Payment - Jonathan Zinman and Victor Stango, Dartmouth
  6. Measuring Credit Union's Value to Members – George Hofheimer, Filene Research Institute
  7. Employee Voice and Opportunities for Learning in Credit Unions - James Detert, Cornell University; Ethan Burris, University of Texas and David Harrison, Penn State University

Underserved Populations

  1. Community Chartered Credit Unions Serving Underserved Communities - William Jackson, University of Alabama-Released Soon
  2. The Economics of Serving Low Income Employees at Tax Time – John Hoffmire, University of Wisconsin-Madison
  3. U.S. Latino Families, Head-of-Households and Elderly: Emerging Trends in Financial Behavior and Services Consumption - Barbara Robles, Arizona State University
  4. Wal-Mart's Entry into Financial Services - Robert Manning, Rochester Institute of Technology

Young Adults

  1. A Behavioral Analysis of Young Adults in Consumer Financial Services – Jinkook Lee, The Ohio State University-Released Soon
  2. Monthly CU Tomorrow Briefs – Ben Rogers, Filene Research Institute-Released Monthly
  3. 30 Under 30 Group Progress Briefs and Updates – Ben Rogers, Filene Research Institute
  4. Graduating College Students: A Strategy for Providing the Right Financial Information - Robert F. Hoel, Colorado State University and W. Ronald Smith, University of Wisconsin-Madison

Consumer Behavior

  1. Consumer Finance Quarterly Data Briefs - Mark Meyer, Filene Research Institute-Released Quarterly
  2. Savings Special Report - Denise Gabel, Filene Research Institute
  3. Marketing Innovation to Drive Savings in Credit Unions, Phase II –  Jeff Zinsmeyer and Nick Maynard, D2D Fund, Executive Director