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The Challenge: Credit Unions Are Navigating a Faster, More Complex Landscape With Less Room for Error and Fewer Resources to Spare.

Kim Lear | Founder, Inlay Insights
Filene's Answer: We Do The Work. You Act With Confidence. Peer-Tested, Built With Credit Unions, For Credit Unions.
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Advancing financial well-being by strengthening credit unions

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Research & Thinking

Research is our middle name, but there is so much more to it than you might think
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Innovations & Incubators

The future of financial services is changing and credit unions have always been innovators
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Be part of something bigger where your contributions are your superpower
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Events & Activities

Team up and collaborate with hundreds of your peers here; it's what credit unions do
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Questions

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Join us in asking and answering today's big questions.

Blog |
Board Governance Strategy and Planning

Strengthening Your Board for the Year Ahead: Curated Research for Credit Union Leaders

As your board wraps up strategic planning, the real work begins—staying informed and engaged with the issues that will shape your credit union's future. Filene's new Curated Research for CU Board Members page offers quick, powerful insights designed to help board members make informed and more confident decisions as you plan for the year ahead.
Report #645 | Members
Board Governance

Credit Union Boards, Govern Thyself

*15 Minute Read: Discover what today’s most experienced credit union board chairs and CEOs say boards must do to govern not just their credit unions—but themselves. This brief reveals powerful insights and best practices to help boards elevate their strategic impact through stronger self-governance.

Blog |
Board Governance Strategy and Planning

Strengthening Your Board for the Year Ahead: Curated Research for Credit Union Leaders

As your board wraps up strategic planning, the real work begins—staying informed and engaged with the issues that will shape your credit union's future. Filene's new Curated Research for CU Board Members page offers quick, powerful insights designed to help board members make informed and more confident decisions as you plan for the year ahead.

Latest Research from Filene

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Report #668 |
Innovation

Results Overview of Filene's Center of Excellence for Innovation & Incubation

This report captures the impact of the Center of Excellence for Innovation & Incubation, led by Filene Fellow Dr. Jeffrey Robinson. Through testing and learning, the Center helped establish innovation as a core competency across the credit union industry, with two major contributions: the launch of the Credit Union Innovation Success Study and the evolution of FiLab, both ongoing mechanisms advancing innovation and delivering value to members.
Report #667 | Members
Financial Well-being

What Improves Employee Well-Being?

As employees face rising stress, financial pressure, burnout, and disengagement, credit unions are being challenged to create workplaces that support people both at work and in life. Strengthening employee well-being can improve retention, engagement, productivity, and the ability of employees to serve members effectively. This report highlights where employees are struggling most and outlines practical strategies credit unions can use to build healthier, more supportive workplaces.
Report #666 | Members
Attracting and Engaging Younger Members Strategy and Planning

The Moment of Change: Benchmarking the Next Generation of Credit Union Growth

This benchmarking research provides a data-driven view of how credit unions approach member growth. Based on responses from 105 participants across 92 organizations—primarily larger, growth-oriented institutions—it identifies where momentum is building, where gaps remain, and where future innovation should focus. Findings cover four areas: current strategies and future direction, digital delivery and product innovation, social media, and employee experience as a driver of next-generation growth.
Report #665 |
Innovation Financial Well-being

2025 FiLab Results: Silvur

One of the six solutions selected for the 2025 FiLab testing phase focused on supporting members through one of the most complex transitions they will face, retirement. Silvur is a white-labeled digital platform that guides members through Social Security, Medicare, and retirement income decisions, to test whether retirement education delivered through the credit union channel could deepen member relationships and support asset retention at a critical life stage.

Blog

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Events

Member Exclusive Webinar |
Board Governance

In Uncertain Times, Boards Create Clarity. Lessons from Credit Union CEOs and Board Chairs.

In this member-exclusive session, Filene Fellow Dr. Amy Hillman shares what truly makes boards effective during disruption, from meaningful board assessments to strong chair leadership and a trusted board chair-CEO partnership. You'll walk away with practical lessons to help your board lead with clarity and confidence when decisions get tough.
Webinar |
Attracting and Engaging Younger Members Strategy and Planning

Personalization That Pays Off: How Credit Union CMOs Are Turning Smarter Segmentation into Deeper Relationships and Higher Balances

  • Stephen Arnold
Your members aren't all the same. Stop marketing like they are. Leading credit union CMOs reveal how they're using Member Pulse to drive smarter segmentation and personalized member engagement. The session delivers real-world strategies, no theory, just proven tactics that strengthen relationships, grow balances, and improve cross-sell performance.
Member Exclusive Webinar |
Financial Well-being

Financial Stress Is Rising, Are Your Members Feeling It? How Credit Unions Can Turn Financial Well-Being into Loyalty, Trust, and Growth

Financial stress is reshaping how members engage with their finances and credit unions that understand this shift are uniquely positioned to drive growth. Join Filene Fellow Dr. Mat Despard to discover how your credit union can turn member financial well-being into a powerful driver of loyalty, trust, and long-term growth.
Webinar |
Attracting and Engaging Younger Members Innovation Financial Well-being

Seven Innovations. Real Tests. Real Results. How AI, New Platforms, and Bold Experiments Are Shaping the Future of Credit Unions

Filene's FiLab ran seven bold experiments testing AI, new platforms, and fresh ideas against the real challenges credit unions face today, and the results are finally in. Join us for an exclusive first look at what worked, what didn't, and what's ready to scale, plus a sneak peek at the innovative tests the FiLab community has selected for 2027.
Member Exclusive Webinar |

Designing Digital Experiences That Matter: Why Data is the Key for Credit Unions

Credit unions are transforming digitally right now, and the ones pulling ahead share one thing in common: they put member data at the center of every decision. Join us for this member-exclusive session to explore how a strong data strategy can help your credit union design more personalized member experiences, sharpen operations, and build a smarter digital future.
Event |

Crash Program — big.bright.minds. 2026

  • Kaeshier Fernandez

New Orleans, LA

Rising credit union leaders: join Filene this December in New Orleans to "crash" big.bright.minds. — three days of original research, fintech showcases, and peer connections in the single richest room in the movement. Applications open soon.
Event |

big.bright.minds. 2026

New Orleans, LA

Every year, courtesy of our presenting sponsors, Filene brings together credit unions from across the U.S.: CEOs, board members, and the employees designing the future of credit unions. Add in our Filene Fellows and industry thinkers whose work is reshaping the industry, the next generation of leaders through Crashers, and the fintechs building the tools that will define the next decade, and you have the single richest room in the movement.
Webinar |
Strategy and Planning Payments Attracting and Engaging Younger Members Artificial Intelligence Innovation

Filene's Major Predictions for Credit Unions in 2027

As the year closes, Filene leaders are sharing their boldest predictions to help credit union leaders cut through the noise and focus on what matters most heading into 2027. Join us for a forward-looking session packed with trend insights and practical guidance so you can end the year with clarity and start 2027 with confidence.