Filene Research Institute

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

What's in the Works?

Filene Research Projects in Progress

Filene Research Institute will publish these projects sometime in the future. If you are interested in learning more about any of these projects, feel free to email Josey Siegenthaler.

Credit Union Strategy 

  1. Employee Perceptions of Credit Unions - John Gatewood, Lehigh University and John Lowe, Cultural Analysis Group-Released Soon
  2. Thriving Large Credit Unions - Robert F. Hoel, Colorado State University-Released Soon
  3. Member Brand Identity at Individual Credit Unions – Larry Compeau, Clarkson University-Released Soon 
  4. The Drivers of Retail Payment - Jonathan Zinman and Victor Stango, Dartmouth-Released Soon
  5. Measuring Credit Union's Value to Members – George Hofheimer, Filene Research Institute
  6. Employee Voice and Opportunities for Learning in Credit Unions - James Detert, Cornell University; Ethan Burris, University of Texas and David Harrison, Penn State University
  7. Wal-Mart's Entry into Financial Services - Robert Manning, Rochester Institute of Technology
  8. Future Directions in Consumer Financial Services Colloquium - Rochester Institute of Technology-Scheduled for November 20, 2008
  9. Credit Union Mergers - Luis Dopico, Macrometrix
  10. Collaboration Barriers and Roadmaps - SchellingPoint

Consumer Behavior

  1. Consumer Finance Quarterly Data Briefs - Mark Meyer, Filene Research Institute-Released Quarterly
  2.  i3 Bluprints For Inovation - Denise Gabel, Filene Research Institu
  3. Marketing Innovation to Drive Savings in Credit Unions, Phase II - Jeff Zinsmeyer and Nick Maynard, D2D Fund, Executive Director 
  4. Retirement and Financial Decision Making Colloquium - RAND Corporation 
  5. Consumer Demand for Trust Services-RAND Corporation
  6. Pre- and Post-Retirement Asset Changes-RAND Corporation

Lifecycle

  1. Monthly CU Tomorrow Briefs – Ben Rogers, Filene Research Institute-Released Monthly
  2. 30 Under 30 Group Progress Briefs and Updates – Ben Rogers, Filene Research Institute
  3. Graduating College Students: A Strategy for Providing the Right Financial Information - Robert F. Hoel, Colorado State University and W. Ronald Smith, University of Wisconsin-Madison
  4. U.S. Latino Families, Head-of-Households and Elderly: Emerging Trends in Financial Behavior and Services Consumption - Barbara Robles, Arizona State University
  5. The Economics of Serving Low Income Employees at Tax Time – John Hoffmire, University of Wisconsin-Madison
  6. Savings Special Report - Denise Gabel, Filene Research Institute
  7. i3 Boomer Innovations - Jeff Zinsmeyer and Nick Maynard, D2D Fund, Executive Director 

Public Policy

  1. Credit Union vs. Sub-S Bank Pricing - Steve Swidler, Auburn University
  2. The Appropriate Capital Levels for Credit Unions - William Jackson, University of Alabama

 

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