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Filene Research Provides Free Research Papers to Credit Unions
Wednesday, June 24, 2015 6:15 AM

As a way to show their appreciation and to demonstrate value to our member credit unions, please accept Filene's FREE links to hot topic research. Links and brief descriptions of the papers follow.


Blue Ocean Lending: Point of Sale Financing—Credit unions have a role to play in this $391 billion opportunity, with branches in health care, electronics and home goods

Superior Consumer Lenders During the Great Recession—Timeless lessons from the small cohort of credit unions that managed to grow portfolios when nobody else could.


Gen Y Personal Finances: A Crisis of Confidence and Capability—Too many young adults are overconfident and underprepared for managing their financial lives.

Helping Members Navigate College Costs—A college degree is a huge step up; here’s how credit unions can better help those who want one

The Consumer Experience: Financial Institution Preference and Usage Factors—Consumers don’t love big banks, but they have good reasons for using them. Discover how credit unions stack up.

Online and Mobile: Strategies of High-Performing Credit Unions—Black Belts, Blue Belts, and Green Belts all behave differently with technology spending. Find out why Black Belts are winning.


Leading for Credit Union Success: The Roles of Personality and Practices in CEOs—High performance work practices are not as important as you thought, and CEO personality matters even more than ability for credit union performance.

7 Questions for Smart Outsourcing—Many credit unions are outsourcing business functions to enhance strategic performance, increase operational flexibility and access talent. But what makes sense to outsource, and how can a credit union find the right partners and manage them effectively?

6 Case Studies: Developing and Executing a Clear Value Proposition—Product innovation? Member intimacy? Operational efficiency? Here’s how six credit unions are focusing on their core strength and forgetting everything else.


Member Relocation and Credit Union Market Share—Members seem to stick with credit unions when they move, but don’t slack on digital channels and DIY tools.

Linking Satisfaction to Deposits—Why do credit unions’ loyal, satisfied members still take their deposits elsewhere?

The Future of the Branch—To paraphrase Mark Twain, reports of the branch’s death have been greatly exaggerated. Or have they?

Blueprints for Innovation: Latest Concepts from i3—Seven ideas for improving credit union efficiency.


5 Challenges: Enhancing Women’s Leadership in Credit Unions—How the “pipeline problem,” senior leadership styles, and family variables make it harder for credit union women to get ahead. (Also, what to do about it.)


The Personal Touch: Optimizing Feedback Loops in Financial Services—Well-designed feedback loops can differentiate a credit union from the mass of financial institutions that cling to the idea that the old way of doing business is good enough.

Channel Delivery for Tomorrow—One of Filene’s most downloaded reports. It’s better to have 5 A+ channels than 20 mediocre ones, so you have to select those with the best fit now and several years down the road.


Board Compensation—Just released, the infographic is free to all and report only available to active donors.

For more, visit Filene Research Institute at