This study provides lessons to credit unions that may help improve how their services are perceived and that may help activate deeper engagement with younger members.
Personal Finance
Research related to the topic of personal finance.
Personal Finance Research

Technology / Nov 20 2019
The Lessons of Fintech Apps: Design Matters for Personal Finance

Consumer Thinking / Oct 05 2016
Millennial Money Chatter: A Guide to Millennial Financial Discourse
Understanding how Millennials talk about personal finance—”money chatter”—may help credit unions better serve this large consumer base.

Nov 09 2016
Beyond Personal Finance Management: Insights for Credit Unions
Personal financial management (PFM) is one of the most promising technology trends in banking. This report provides critical insights on...