Led by Dr. Lisa Servon, the Center of Excellence for Consumer Financial Lives in Transition will work to strengthen credit unions' capacity to adapt to consumers' changing financial lives and livelihoods as they face new forms of economic struggle and financial fragility.Learn More
We've curated a collection of resources for your Marketing team.
Use your membership benefits as a competitive advantage to help your Marketing team stay ahead of the financial services marketplace. These actionable tools, guides and focused research are ready for you now!
Save this page to your Filene library by clicking the button at the top of the page and check back often for the latest content and ideas that will lift your marketing results, enhance your engagement with your members, and reinforce your credit union’s mission and value proposition.
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Access some of the resources available to you right now!
Credit Union Storytelling
Harness the power of storytelling to show the value of your credit union’s impact, one story at a time. Use this collection of tools to increase member engagement, improve brand awareness and connect emotionally through stories of credit union impact.Download
Consumer Decision Making
Dive into marketing insights from Filene Fellow Hope Schau and her work through Filene’s Center of Excellence for Consumer Decision Making to help credit union marketers gain a competitive advantage in the financial services marketplace.Learn More
Not Credit Union Kind of People
Dive into the demographics, characteristics and attitudes of the politically disengaged to help you better focus your outreach and education efforts, and tailor your products and services to bring the politically disengaged into the credit union system.Read Report
Who Uses Credit Unions?
Review a snapshot of households currently using credit unions compared with households that use banks, those who are unbanked, and the overall US population.Download
This curated list of Filene research reports examines marketing strategies, insights and actionable plans for marketing professionals to support members, sustain business, and succeed in their organizational goals.Read More
Member Experience Workshop
Based on our Member Experience and Service Excellence research series, this workshop guide can be used to help your credit union team define the experience you want your brand to deliver to your members.Download
COVID-19 Financial Scams
Use this tool to help you prepare member facing content. These tangible recommendations can help your credit union deal with the spread of misinformation if it is happening on your digital and social platforms.Download