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Products & Services

Impact pilots and programs are proven, tangible products and services customized for credit unions. They bring solutions to the most pressing problems.

It’s A Money Thing | Pilot

It’s A Money Thing | Pilot

Attract and Retain the Next Generation of Members Young adults (Gen Y) face financial pressures that will jeopardize and limit their economic opportunities.  This, combined with a lack of financial aptitude and overconfidence in financial matters, could be a recipe for a grim financial future for the largest generation since...

Larky | Pilot

Larky | Pilot

Stronger member loyalty leads to higher retention rates, increased interchange revenue, and greater wallet share. Larky is a web and mobile loyalty platform that enables credit unions to delight members with point-of-sale discounts at local and national merchants. Discounts are tied to card swipes to drive interchange revenue and top-of-wallet thinking.

Innovation Immersion

Innovation Immersion

Filene’s Innovation Immersion program helps credit unions execute on innovation, ideas, and cultural change. During a one-day experiential learning session, we’ll kickstart a culture of innovation at your credit union league or credit union organization with an accelerated innovation process.

Social Media Advisory

Social Media Advisory

Our research on social media indicates that this important communication tool has moved well beyond a nice-to-have to a brand expectation for consumers. That's why we're introducing our Social Media Advisory solution, a 10-week program that assists credit unions in developing social media strategies.

Digital Strategies

Digital Strategies

Online is the primary research and shopping channel for a majority of consumers. That’s why we’re partnering with leading digital strategy research firm Novarica, led by Rob Rubin, to bring you Digital Strategies, a solution designed to help your credit union adapt to consumers’ changing shopping behaviors.

Consumer Insights

Consumer Insights

Many credit unions today don’t know why online shoppers in their markets select the financial institutions, products, and services that they do. That’s why Filene is introducing Consumer Insights, a solution designed to educate credit unions about what drives consumers’ decisions when searching online for new financial institutions, products, and services.

QUEsocial (Social Media)

QUEsocial (Social Media)

Social media is new, exciting, and tricky. It's tricky because you’re ceding control to the masses. It's tricky because, while social media promises lower costs, measuring effectiveness is harder. It's tricky enough that some credit unions are even rethinking it's worth. An August CUNA Lending and Marketing Council survey reports...

Vertex (Virtual Coaching)

Vertex (Virtual Coaching)

If you truly want to have productive employees and maximize profitability, your credit union needs great managers. That’s why Filene Research Institute and Michael Neill & Associates are bringing you Vertex, a year-long virtual coaching program for mid-level credit union managers.

Leeflet (Digital Marketing)

Leeflet (Digital Marketing)

Filene is excited to announce Leeflet, which will improve the cost efficiency and marketing effectiveness of your credit union through a uniquely simple idea: delivering targeted brochures electronically. The average-size credit union spends $50,000/year on paper brochures, with no way of knowing if they are ever read or acted upon....

SavvyMoney (Consumer Debt Management)

SavvyMoney (Consumer Debt Management)

SavvyMoney is a comprehensive resource for credit union members to take control of their finances. SavvyMoney services allow members to learn, assess and manage their finances through a suite of co-branded online tools. These include assessment and monthly tracking of the member credit score; savings recommendations including the credit union’s lending products; and...