Benchmarking and Key Performance Indicators

Research related to benchmarking and key performance indicators.

Benchmarking and Key Performance Indicators Research

Credit Union Financial Performance Indicators, 2021 Q4
Operations / Apr 20 2022
Credit Union Financial Performance Indicators, 2021 Q4

Review the credit union system’s collective financials from Q4, 2021, and dive into insights on key findings and trends to help your credit union make adjustments.

Credit Unions: Financial Sustainability and Scale
Operations / Apr 19 2016
Credit Unions: Financial Sustainability and Scale

In this report, we define credit unions’ financial sustainability as their being able (1) to offer attractive terms and interest...

Member Effort Benchmarking: Measuring Ease of Use
Operations / Jan 25 2016
Member Effort Benchmarking: Measuring Ease of Use

Making it easier to do business with your credit union is a key driver of member loyalty. A member effort...

International Symposium on Measuring Credit Union Performance
Business Strategy / Jan 17 2014
International Symposium on Measuring Credit Union Performance

Six presenters share their expertise on measurement. The goal: to suggest knowledge gaps, novel approaches, and deeper possibilities for measurement and improvement.

An Examination of Key Performance Indicators Reported by Credit Unions in North America
Business Strategy / Operations / Apr 01 2013
An Examination of Key Performance Indicators Reported by Credit Unions in North America

Professor Daphne Rixon surveys the key performance indicator (KPI) practices of two dozen medium to large credit unions, and she uses that...

Linking Member Satisfaction to Share of Deposits: Applying the Wallet Allocation Rule in CUs
Business Strategy / Feb 25 2013
Linking Member Satisfaction to Share of Deposits: Applying the Wallet Allocation Rule in CUs

Drawing on a new tool—the Wallet Allocation Rule—this research investigates how credit union managers can do a better job of...

Improving Peer Group Analysis for Credit Unions
Nov 30 2012
Improving Peer Group Analysis for Credit Unions

Benchmarking, when conducted appropriately, yields several benefits for credit unions. It can help credit unions identify best practices, monitor a...

Credit Union Strategic Growth and Budgeting
Operations / Sep 20 2011
Credit Union Strategic Growth and Budgeting

"Net income ROA is a worthless measure,” writes researcher Mike Higgins in this report. And that's not the only sacred...

Tracking the Relationship Between Credit Union Governance and Performance
Talent / Aug 04 2010
Tracking the Relationship Between Credit Union Governance and Performance

his research was commissioned to uncover concrete connections between good gover-nance and good financial performance. But the world of credit union leadership proved messier than that.

Exploring Ongoing Member Loyalty: Net Promoter in Credit Unions
Business Strategy / Mar 31 2010
Exploring Ongoing Member Loyalty: Net Promoter in Credit Unions

This report uses Net Promoter Scores, credit union case studies, and a cadre of high-performing credit unions to illustrate the how and the why of credit union member loyalty.