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Research & Thinking

To accelerate insights and ​transform your organization.

Lisa Servon speaking

Browse our research & thinking

By Topics in Action

Report #632 |
Artificial Intelligence Innovation

Year Two Lab Results: Vertice AI

One of the seven solutions selected to test in 2024 was to explore the potential opportunities for credit unions to leverage AI technology to drive deeper engagement with indirect members. To tackle this issue that has been a chronic pain point for credit unions for decades, the lab* at Filene partnered with Vertice AI to test if their platform can offer more ways to deepen relationships with indirect members.
Report #631 |
Non-Interest Income Innovation Financial Well-being

Year Two Lab Results: Subscription-Based Pricing Models 2.0

In its second year, the lab* at Filene introduced Subscription-Based Packaging 2.0 as one of seven solutions for the 2024 testing phase. In the following report we share highlights from a collaboration between credit unions and the lab* at Filene including comprehensive qualitative feedback from members about the desirability of subscription-based packaging models in financial services.

By Questions

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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Centers of Excellence

Focused on the topics that matter most to credit unions today, Filene's Centers of Excellence power your strategy and spark growth with cutting-edge research and innovation.

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