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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Report #643 | Mar 13, 2025 | Members
Attracting and Engaging Younger Members Innovation Financial Well-being Benchmarking and Key Performance Indicators

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Report #639 | Jan 30, 2025 | Members
Artificial Intelligence Strategy and Planning Innovation Benchmarking and Key Performance Indicators

The AI Adoption Journey: A Survey of Credit Union Leaders
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*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 #641 | Jan 23, 2025
Benchmarking and Key Performance Indicators

The Value of Federal Home Loan Bank Membership to Credit Unions
- Jordan van Rijn, PhD
- Caroline Vahrenkamp
Over the past 30 years, around 1,400 credit unions have joined the Federal Home Loan Bank System (FHLB), which provides low-cost liquidity to its members to invest in local needs including housing, jobs and economic growth. The following report explores the value that participating credit unions have received from their membership.
Report #614 | Aug 8, 2024 | Members
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*15-Minute Read—This brief helps credit unions identify potential strategies to move away from overdraft protection fees, while maintaining a positive member experience.

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Blog | Feb 10, 2025
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Review webinar materials from "Highlights From big.bright.minds. 2024–Most Popular Sessions," hosted February 6th, 2025.
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Blog | Dec 12, 2024
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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
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Review webinar materials from The Impact of Losing Overdraft Protection and How Credit Unions Can Move Forward hosted October 29th, 2024.

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Benchmarking and Key Performance Indicators

Why it matters

Research in this topic

Driving Financial Wellness through Gamification: A Pathway for Credit Unions

The AI Adoption Journey: A Survey of Credit Union Leaders

The Value of Federal Home Loan Bank Membership to Credit Unions

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

More opportunities

Webinar: Highlights From big.bright.minds. 2024—Most Popular Sessions!

Top 5 Most Viewed Blog Posts of 2024

Top 5 Most Watched Webinars of 2024

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

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