Filene's 2025 Inner Circle Symposium Recap

Inner Circle Panel: Closing the Experience & Relevancy Gaps

Jessica Gamache Head of Research at Filene Research Institute

Testing the Future: How Credit Unions are Innovating with FiLab

McKaye Black Head of Incubation at Filene Research Institute

Slide Deck

Inner Circle Panel: Delivering the Right Message

Ami Iceman-Haueter Chief Research & Digital Experience Office at Michigan State University Federal Credit Union
Anthony Volpe Founder & AI Advisor at Vertice AI

Attitude-Behavior Gaps: Differentiating Between What Members Say and What They Do

Kimberly Lear Founder at Inlay Insights

Slide Deck

Designing for Digital Onboarding: Insights from Credit Union Interviews

Gerald Kane Dept. Head, Chair of Business Admin & Professor, Dept. of Mgmt. Information Systems at Terry College of Business, University of Georgia

Slide Deck

Working Session Debrief

Keep Exploring

Blog | Oct 21, 2026
Artificial Intelligence Innovation

Why Credit Unions Need Their Own Approach to AI
- Liz Hunt
General-purpose AI tools are powerful, but credit unions need answers they can verify, data protections built in from the start, and context about their own institution. Now live, CUltivate AI was built by and for credit unions to deliver all three, because the industry needs its own approach to AI.
Report #678 | Sep 2, 2026
Artificial Intelligence Innovation Payments

What I Learned While Looking for the Credit Union of the Future
- Lamont Black
The credit union of the future will be shaped by technology, but its enduring advantage will remain distinctly human: its cooperative model and commitment to serving people. This report offers a forward-looking perspective on how credit unions can respond to evolving member expectations, embrace emerging technologies, and strengthen the cooperative advantage that will set them apart in the future.
Blog | Aug 26, 2026
Strategy and Planning

Thinking Forward: Your Members Are Unique. Which Transaction Accounts Fit Their Needs?
- Caroline Vahrenkamp
Your members don’t all use their checking accounts the same way—so why should every transaction account look the same? New insights from Filene’s Member Pulse cohort, representing more than 3.5 million credit union members, reveal meaningful differences in how members spend, save and move their money. Understanding what your members value can help you make smarter product decisions, prioritize the right features and create more relevant member experiences.
Blog | Aug 6, 2026
Innovation

Filene Research Institute and Money20/20 Announce Strategic Partnership to Connect Credit Unions with the Global Fintech Ecosystem
The future of financial services is not waiting, and neither should credit unions. That is why Filene is partnering with Money20/20, the world’s leading fintech show, to bring our members closer to the ideas, innovators, and industry conversations shaping what comes next. It all begins this fall.

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Filene's 2025 Inner Circle Symposium Recap

Inner Circle Panel: Closing the Experience & Relevancy Gaps

Testing the Future: How Credit Unions are Innovating with FiLab

Inner Circle Panel: Delivering the Right Message

Attitude-Behavior Gaps: Differentiating Between What Members Say and What They Do

Designing for Digital Onboarding: Insights from Credit Union Interviews

Working Session Debrief

Keep Exploring

Why Credit Unions Need Their Own Approach to AI

What I Learned While Looking for the Credit Union of the Future

Thinking Forward: Your Members Are Unique. Which Transaction Accounts Fit Their Needs?

Filene Research Institute and Money20/20 Announce Strategic Partnership to Connect Credit Unions with the Global Fintech Ecosystem