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Research & Thinking

To accelerate insights and ​transform your organization.

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By Topics in Action

Report #657 | Members

Engaging the Next Generation: A Strategic Imperative for Credit Unions in the Social Media Era

  • David Smith
  • Samuel Seaman
  • Yury Adamov
Gen Z is anxious about money and seeking answers on social media, often from finfluencers who are entertaining but not always accurate. This report shows how credit unions can fill that gap with credible, authentic content. Based on analysis of 270,000+ posts across credit unions, banks, digital natives, and finfluencers, it reveals what performs best on social media platforms, and how storytelling, humor, and short-form video build engagement and trust with the next generation of members.

By Questions

Report #639 | Members
Artificial Intelligence Strategy and Planning Innovation Benchmarking and Key Performance Indicators

The AI Adoption Journey: A Survey of Credit Union Leaders

*20-Minute Read: Artificial intelligence (AI) is transforming the digital economy, and credit union leaders are navigating pivotal decisions on how to integrate AI into their business models. This report shares insights from a survey of 110 participants across 78 organizations, highlighting early trends, emerging strategies, and the positive potential of AI to empower members, employees, and leadership, while encouraging credit unions to evolve and refine their AI approaches.

Report #623 | Members
Board Governance

Credit Union Governance Landscape

Bringing nearly three decades of both academic research and practical experience as a board member, Dr. Hillman has contextualized survey results with governance best practices for credit union leaders to consider as they continue to shape their board to be a strategic asset.
Report #463 | | From the Archives Members
Culture Board Governance

Formalizing the Art of Board Composition

  • Matt Fullbrook

A board of directors can make or break the success of a credit union. Yet credit unions sometimes find board governance lacking or inadequate for meeting their challenges. This report provides research-based recommendations for improving board composition, including formalizing recruitment and evaluation to help credit unions leverage more from their boards of directors.

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Our Latest Research & Thinking

  • Report #657 | Members

    Engaging the Next Generation: A Strategic Imperative for Credit Unions in the Social Media Era

    • David Smith
    • Samuel Seaman
    • Yury Adamov
    Gen Z is anxious about money and seeking answers on social media, often from finfluencers who are entertaining but not always accurate. This report shows how credit unions can fill that gap with credible, authentic content. Based on analysis of 270,000+ posts across credit unions, banks, digital natives, and finfluencers, it reveals what performs best on social media platforms, and how storytelling, humor, and short-form video build engagement and trust with the next generation of members.
  • Report #655 |

    The Role of Credit Unions in Affordable Housing Innovations

    • Mai Nguyen
    • Eileen Miamidian
    • Joshua Newton
    • Grant Ruroede
    • William Fulton
    • Kate Zegans
    This five-part Housing Innovation Series provides an essential roadmap for addressing the critical lack of affordable housing and homeownership in communities. These reports detail a range of actionable financial strategies, focusing on innovative approaches to funding housing supply—such as specialized development financing, regional investment funds, and creative land acquisition—and explore new mortgage models and shared equity arrangements to expand long-term access and affordability.
  • Report #654 | Members
    Strategy and Planning Board Governance Culture

    Mergers: Why & What?

    Mergers are reshaping the credit union landscape—scaled operations, broader product offerings, market expansion, and new technology are just some of the drivers. But even with clear goals, the path is complex and the true value can take years to realize. That’s why our latest research brief, "Mergers: Why and What," explores the most important question credit union leaders must ask before taking action: Why pursue a merger in the first place?