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Data Analytics & the Future of Financial Services

Featured Reporting

Report #618 |

Results Overview of Filene's Center of Excellence for Data Analytics & the Future of Financial Services

This report encapsulates the impact from our Center of Excellence for Data Analytics and the Future of Financial Services over the last five years. Led by Dr. Cheri Speier-Pero, the insights from this center led to two significant shifts: a deep understanding of how to build a modern data stack and cultivate a data-driven culture, as well as the creation of the Credit Union Data Exchange, bringing a competitive advantage to the industry.

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Research Event |

big.bright.minds. 2025

Nashville, TN

Filene's biggest annual member event, brought to you by Origence, is bringing together the most innovative credit unions with the brightest minds in the industry on December 2–4, 2025. Registration is now LIVE!

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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 #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.

Blog |
Attracting and Engaging Younger Members Strategy and Planning

Thinking Forward: Filene's Top Five Strategic Priorities for Credit Unions and How Member Segmentation Can Help

What if you could tailor every product, message, and decision to what actually motivates your members? Filene's Member Pulse segmentation model helps credit unions go beyond demographics—tapping into the why behind member behavior. Whether you're trying to grow membership, deposits, or operational efficiency, understanding your members is the first step. In our latest Thinking Forward newsletter, we explore real-world use cases for Member Pulse across five top strategic priorities for 2025.

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Filene’s Center for Data Analytics & the Future of Financial Services is generously sponsored by:

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