Benchmarking and Key Performance Indicators

Review the credit union system’s collective financials from Q2, 2022, and dive into insights on key findings and trends to help your credit union make adjustments.

Review the credit union system’s collective financials from Q1, 2022, and dive into insights on key findings and trends to help your credit union make adjustments.

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.

The purpose of this report is to identify the key performance indicator (KPIs) reported by credit unions, and to gain an understanding of why and how KPIs are chosen.

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

The objective of this research brief is to help develop a framework for benchmarking with a focus on strategic objectives and longterm credit union sustainability.

"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.