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
-
Blog |Thinking Forward: The Tensions Behind Growth and the Cost of Not Choosing
Credit union leaders know growth matters, but many growth strategies stall when leadership teams avoid the tradeoffs underneath them. The challenge is not ambition but the unresolved tension between what credit unions were built to be and what they need to become. This blog explores four tensions shaping credit union growth today and the questions leaders should ask to move from discussion to decision. -
Blog |Are Your Members Betting More Than You Think?
-
Stephen Arnold
-
Cole Ritchey
Credit union leaders across the country are starting to ask the same question, unprompted: are our members gambling more than we think? Filene and Vertice AI looked at the transaction data. What they found was hard to ignore. This post shares early findings and asks credit unions to weigh in. -
-
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.
