Benchmarking and Key Performance Indicators

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.

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

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

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

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

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

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

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

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.

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.