Presentations
Hot topics. Great insights. Edge-of-your-seat speakers. If a picture is worth a thousand words, then a live presentation by one of our content experts is worth a thousand pictures (or tweets). We promise a fun, fast-paced session that will cover the latest research, address your specific challenges and leave you with clear next steps.
What is the link between health, happiness, and financial stability? What irrational thoughts affect your members' decisions, creditworthiness, and profitability? What psychological cues resonate with members? These sessions focus on Filene's research on behavioral economics, anthropology, and psychological marketing. Participants will learn how to understand what drives members and how...
What’s new in financial services innovation? This session uncovers the ideas that are making an impact for banks, credit unions, and investment firms across the globe. Attendees will discover how existing ideas can be customized for application at their credit unions.
Worldwide, three billion hours are spent playing video games each week. The five million “extreme” gamers in the United States play an average of 45 hours per week, more than the average worker spends earning a living. In contrast, consumers spend only 2.6 hours per month on financial planning and...
In the digital age, engaging via social channels has become a consumer expectation. Stearns will share ideas on how to form a social strategy that broadens your organization’s reach and involves the entire team. This session will give you tools your credit union can utilize to successfully leverage social media...
Noninterest income has become essential for the success of today's credit unions, but leaders rightly struggle to balance the necessary income with the needs of members. Ben outlines the results of a Filene project that explores how credit unions are growing noninterest income in ways that are transparent, freely chosen,...
Why do consumers consistently give credit unions their highest satisfaction scores and yet take their business elsewhere? And, just as importantly, what can credit unions do about it? This session relies on a recent joint research project conducted by Filene and global consultancy McKinsey & Co. Specific areas of focus...
Warrren Buffet once called corporate boards “tail-wagging puppy dogs,” and credit union boards should take that as a caution. Volunteer boards display a broad range of competence and engagement. This candid discussion reflects on several Filene research reports on credit union governance practices and takes aim at both the good...
The competition is fierce and growing. Yet, there has never been a better time to be a credit union as consumers look for alternatives to the big banks. Setting your credit union apart from the many other financial institutions is crucial to your success. A strong sales & service culture...
Filene’s i³ pipeline is filled with high impact ideas to help consumers build wealth, navigate financial waters, meet life’s milestones, borrow responsibly, and make community connections. This session will highlight specific innovations that have moved their ways through this pipeline, ready for implementation at your credit unions.
Each year the Filene Research Institute publishes approximately 20 research studies on topics ranging from governance and small credit union issues to consumer behavior and public policy issues. A briefing on any of these research topics can be delivered to your group. Please browse our research projects to determine which...