Benchmarking and Key Performance Indicators
What gets measured gets done. But how do you know you are using the right metrics and how does your credit union's KPIs benchmark against your peers.
Why it matters
Research in this topic
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Report #595 | | MembersThis marks the second year of the Credit Union Innovation Success Study. It is part of a broader six-year effort—the American Innovation Index™—that measures innovation in the US economy by quantifying the experiences of the customers from over 200 brands.
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Report #512 |
2023 UPDATE: Amplifying Social Impact; The State of Credit Union Giving
Review this update to Filene's 2020 report on the state of credit union giving detailed in a downloadable overview of credit unions' collective impact on Children's Miracle Network fundraising. -
Report #586 | | Members
DEI Practice Bundles & Credit Union Performance: Results from Filene’s DEI Practices & Policies Survey, 2022
Do you have insights into how to realize business value from your credit union’s diversity, equity, and inclusion (DEI) efforts? -
Report #591 | | Members
Credit Union Financial Performance Indicators, 2023 Q1
Review the credit union system’s collective financials from Q1, 2023, and dive into insights on key findings and trends to help your credit union make adjustments.
More opportunities
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Blog |
Thinking Forward: Top 11 Things Industry Leaders Think Credit Unions Should Watch Out for in 2024
January—‘tis the season when credit unions take a deep breath, shake off the holidays, and focus on the new year. To help set the stage, we spoke to credit union leaders and industry experts to tell us what they’re looking out for in 2024. -
Blog |
Webinar: Efficiency of Operations: The *New Currency*
Review webinar materials from Efficiency of Operations: The *New Currency* hosted January 24, 2024. -
Webinar |
Efficiency of Operations: The *New Currency*
Researcher Mike Higgins will explore the complex, but not complicated, business model of financial services focusing on operational efficiency. -
Blog |
Thinking Forward — How Changes in Consumer Savings Are Intensifying the War for Deposits
Today's challenging economic environment with higher prices due to inflation continues to put a strain on consumers' ability to save and is weakening the average American's financial health. In our latest Thinking Forward newsletter, Filene experts Taylor Nelms and Caroline Vahrenkamp provide insights on consumer savings trends since the pandemic and how this can impact credit unions in an already highly competitive war for deposits.