Filene Research Institute

Through independent research and innovation, the Filene Research Institute explores issues vital to the future of credit unions and consumer finance.


Mark's Presentation Topics

Collaboration

As the financial services industry clouds with competition, consumer media and commoditization, collaboration is necessary to enhance operational efficiency and position credit unions for growth. In this thought-provoking discussion:

  • Explore the power of the cooperative structure.
  • Learn the necessary ingredients to building a successful alliance, and how to avoid the traps for the unwary in deepening cooperative efforts.
  • Investigate seemingly simple to the more complex franchise-like collaboration models.
  • Study experiences of other successful cooperative experiences.

 

Growth

Growing members, deposits, loans and relationship are compelling issues facing today's credit union leaders. To survive and thrive in the future credit unions will need to use emerging behavioral research techniques and increasingly complex segmentation and business strategies. Discover and examine new methods to fuel growth at your credit union including:

  • Ethnographic research methods.
  • The Z-met technique that taps the power of the subconscious in the decision making.
  • Various segmentation strategies.
  • How to serve emerging demographic markets.
  • Tools to crease "Blue Ocean" products, services and business models that meet the needs of consumers.

 

Filene Research & Innovation Briefing

Experience the insights in dozens of fresh research and innovation projects in production at Filene. With access to bright academic minds, financial consulting experts, well-known economists, and industry thought-leaders, Filene has developed the world's largest research and innovation library to draw information that is necessary to make critical business decisions. This current briefing engages relevant key Filene findings and perspectives and applies them to today's environment. Gain exposure to:

  • The minds of Filene's Fellows and Researchers
  • Keen observations from consultants and economists on the forces impacting financial services
  • Innovation from Filene's i3 group
  • Ideas from Filene's and 30 under 30 project to engage Gen Y

To schedule a presentation, please fill out a Presentation Request Form and a Filene staff member will contact you.