Benchmarking and Key Performance Indicators

What gets measured gets done. But how do you know you are using the right metrics and how does your credit union's KPIs benchmark against your peers.

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Why it matters

Credit union balanced scorecards are full of Key Performance Indicators (KPIs) and strategic metrics that are focused on improving the growth and financial stability of the institution. Whether you're measuring ROA, member acquisition, member and or employee satisfaction - it's important to know how your credit union's performance stacks up against your peers. Filene has an extensive collection of research and insights to help guide you on your journey to building and measuring KPIs for your credit union.

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Research in this topic

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Report #614 | Aug 8, 2024 | Members
Non-Interest Income Innovation Financial Well-being Benchmarking and Key Performance Indicators

The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward
- Caroline Vahrenkamp
- Jessica Gamache
*15-Minute Read—This brief helps credit unions identify potential strategies to move away from overdraft protection fees, while maintaining a positive member experience.
Report #615 | Jul 11, 2024 | Members
Innovation Benchmarking and Key Performance Indicators

Innovation Matters: A Short Guide to Different Perspectives on Creating a Culture of Innovation
- Jeffrey Robinson
Our new Innovation Matters video series features four credit union leaders sharing how they became more competitive and enhanced their member service through creating cultures of innovation. We’ve captured their top three lessons learned in our summary guide, making it easier for you to share their key takeaways throughout your credit union.
Report #595 | Nov 1, 2023 | Members
Strategy and Planning Innovation Benchmarking and Key Performance Indicators

Creating an Innovation Strategy that Drives Differentiation and Member Loyalty
- Lerzan Aksoy
- Gina Woodall
This marks the second year of the Credit Union Innovation Success Study. It is part of a broader six-year effort—the American Innovation Index™—that measures innovation in the US economy by quantifying the experiences of the customers from over 200 brands.
Report #512 | Sep 21, 2023
Benchmarking and Key Performance Indicators Culture

2023 UPDATE: Amplifying Social Impact; The State of Credit Union Giving
Review this update to Filene's 2020 report on the state of credit union giving detailed in a downloadable overview of credit unions' collective impact on Children's Miracle Network fundraising.

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Blog | Oct 30, 2024
Non-Interest Income Benchmarking and Key Performance Indicators

Webinar: The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward
- Jessica Gamache
- Taylor C. Nelms
Review webinar materials from The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward hosted October 29th, 2024.
Blog | Jun 13, 2024
Financial Well-being Benchmarking and Key Performance Indicators

Measuring Social Impact: Introducing the Social Impact Dashboard
For credit unions that have invested time and resources into their community involvement strategies, we've got some exciting news for you! Filene has partnered with Callahan & Associates to develop a one-of-a-kind Social Impact Dashboard. Learn how this valuable tool (launching this summer) can help your credit union measure the impact of your community involvement efforts and see how your institution compares to your peers.
Blog | May 2, 2024
Non-Interest Income Benchmarking and Key Performance Indicators

Maximizing Efficiency of Operations: The "New Currency"
- Mike Higgins
Operational efficiency is a necessity for credit unions looking to drive profitable growth while strengthening financial stability. The following overview explores economy of scale though an analysis of 585 credit unions to identify characteristics of top performing institutions.
Blog | Jan 25, 2024
Board Governance Benchmarking and Key Performance Indicators

Thinking Forward: Top 11 Things Industry Leaders Think Credit Unions Should Watch Out for in 2024
- Taylor C. Nelms
- Caroline Vahrenkamp
January—‘tis the season when credit unions take a deep breath, shake off the holidays, and focus on the new year. To help set the stage, we spoke to credit union leaders and industry experts to tell us what they’re looking out for in 2024.

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Benchmarking and Key Performance Indicators

Why it matters

Research in this topic

The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward

Innovation Matters: A Short Guide to Different Perspectives on Creating a Culture of Innovation

Creating an Innovation Strategy that Drives Differentiation and Member Loyalty

2023 UPDATE: Amplifying Social Impact; The State of Credit Union Giving

More opportunities

Webinar: The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward

Measuring Social Impact: Introducing the Social Impact Dashboard

Maximizing Efficiency of Operations: The "New Currency"

Thinking Forward: Top 11 Things Industry Leaders Think Credit Unions Should Watch Out for in 2024

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