Board members play a critical role in the success of their credit union, helping to drive the strategy and vision of the organization. The goal of this space is to curate Filene’s body of work to pull forward relevant and timely insights specifically for board members. The curated pieces fall into two categories – 1. research on governance and merger best practices to help board members understand how they can be a stronger strategic asset to the credit union and 2. research on important and evolving topics, like the evolving payments landscape, member and employee well-being, and understanding the needs of younger generations to differentiate effectively.
Curated Research for Credit Union Board Members
Keep Exploring
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Report #669 | | MembersAn Agentic AI Primer for Credit Unions
Agentic AI is starting to reshape financial services. This primer helps credit union leaders understand what it is, where it can help, what risks to watch, and how to move forward in ways that protect members and support the cooperative mission. -
Blog |Standing Out in a Crowded Products Landscape
As financial products become increasingly similar, standing out requires more than rates and features. Filene analyzed products from leading digital banks, national banks, and credit unions to identify three successful differentiation strategies, and what it means for credit unions looking to remain relevant and competitive. -
Blog |The Payments Evolution: What Credit Union Leaders Need to Know Right Now
Most credit unions know that the payments landscape is changing. Fewer have a strategy for what to do about it. The following post explores the insights Fellow Dr. Henry Kim shared at this year's Filene's Inner Circle Symposium. Read on to explore the four pillars that will define payments leadership in the years ahead, and what questions to ask your team now to prepare. -
Blog |Meeting the Moment: Well-Being, Payments, and Storytelling at the 2026 Inner Circle Symposium
The credit union industry is at an inflection point, and the conversations at the 2026 Inner Circle Symposium made that impossible to ignore. Eighty executives gathered to wrestle with three areas defining what comes next: member well-being, payments innovation, and storytelling. Here's what they found.
