Led by Filene Fellow Dr. Huggy Rao, the Center for Performance and Operational Excellence explored operational efficiencies and effectiveness to help scale the credit union model so that more consumers can benefit from cooperative finance.
Operations / Jun 21 2022
Credit Union Financial Performance Indicators, 2022 Q1
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.
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.
Sep 28 2021
This collection of top insights can help credit union leaders improve operational efficiency and effectiveness to grow their credit union in a competitive financial services marketplace.
Operations / Sep 14 2020
Case Studies on the Development of Credit Union Business Services
Credit union commercial capabilities have grown in recent years. This report draws from a series of case studies to document...
Operations / Sep 10 2020
The Effects of Scale on the Development of Credit Union Business Services
Credit unions across the United States have experienced rapid growth in assets and commercial lending in recent years. To accommodate...
Jul 15 2020
Art + Science of Organization Research Event Recap
Credit unions continue to navigate a remote workforce and the unknown future of the workplace. We brought experts together virtually to let go of what was normal and embrace new approaches.
Operations / Jul 13 2020
Credit Union Asset Growth: Long-Term Trends and Projections for the COVID-19 Crisis
Analyzing five decades of macroeconomic and credit union data, Filene economist Luis Dopico highlights long-term trends in credit union asset...
Operations / Jun 30 2020
Rethinking Fields of Membership
Fields of membership have evolved over the years, in part as a response to political, legal, and social changes affecting...
Operations / Jun 15 2020
Friction: A Manifesto
Workplace inefficiency, miscommunication and disengagement are often the result of organizational friction, and friction is the result of perverse incentives...
Apr 01 2020
Helping Members in Response to COVID-19: First Steps
As a financial cooperative, our desire to help members, especially in time of dire need like we are experiencing now...
Feb 14 2020
Big.Bright.Minds. Event Recap
For the last few years, the financial services industry has been through a roller coaster of technological and social change...
Operations / Dec 02 2019
Factors Contributing to Failures of Credit Unions and Banks, 1980–2018
Why do depository institutions fail? Do credit unions and banks fail at the same rate? What if there was a...
Operations / Nov 14 2019
Are You Prepared? Get Your Credit Union and Members Ready for Recession
What Filene's research says about preparing your credit union for the next recession.
Oct 10 2019
Inside Out and Outside In: Research Event Recap
A research event recap from Filene's Centers for Performance and Operational Excellence + Organizational Entrepreneurship Delivering a great member experience...
Operations / Apr 09 2019
Do Credit Union Mergers Create Value for Credit Union Members?
Mergers among credit unions continue to happen in large numbers and remain the subject of impassioned debate. But a decrease...
Operations / Apr 02 2019
Using Analytics to Meet Member Needs: A Case Study of Kern Schools FCU
This report presents a case study of a credit union that used market research methodologies to inform its strategy, grow its membership, and inform its decisions moving forward.
Operations / Jul 31 2018
Frictionless: Trends and Tradeoffs, Research in Action Recap
Financial services often use the term friction to explore how member processes can be improved. At Filene's April Research In...
Operations / Jun 05 2018
Credit Unions' Acquisitions of Banks and Thrifts
Recently a large number of credit unions acquiring banks and have found this a timely strategy for increasing economies of...
Operations / Mar 09 2018
Knowledge Sharing: Findings from Two Pilots
Good communication is hard to find. And communicating effectively within an organization is necessary for success, but especially when organizations...
Operations / Feb 02 2018
Factors Contributing to Credit Union Asset Growth, 1979-2016
In what is sure to be a landmark publication for credit unions, 35 years of NCUA data are leveraged to...