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To accelerate insights and ​transform your organization.

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Report #602 |

Pocketnest: Financial Wellness as an Engagement Strategy

In times of financial uncertainty, credit unions must provide members with the necessary tools to achieve financial wellness in order to remain relevant and cultivate loyal, long-lasting, and productive relationships with both current and prospective members. Filene partnered with Pocketnest to test their financial wellness app as a solution for credit unions to offer more ways to engage with their members while helping them save more and become more financially sound.

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Report #463 | | From the Archives Members

Formalizing the Art of Board Composition

  • Matt Fullbrook

A board of directors can make or break the success of a credit union. Yet credit unions sometimes find board governance lacking or inadequate for meeting their challenges. This report provides research-based recommendations for improving board composition, including formalizing recruitment and evaluation to help credit unions leverage more from their boards of directors.

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Our Latest Research & Thinking

  • Report #602 |

    Pocketnest: Financial Wellness as an Engagement Strategy

    In times of financial uncertainty, credit unions must provide members with the necessary tools to achieve financial wellness in order to remain relevant and cultivate loyal, long-lasting, and productive relationships with both current and prospective members. Filene partnered with Pocketnest to test their financial wellness app as a solution for credit unions to offer more ways to engage with their members while helping them save more and become more financially sound.
  • Report #583 | Members

    America's Housing Journey

    If you are interested in learning more about this topic, please read more on the storymap page on how credit unions can better serve their communities through improving access to housing.
  • Report #601 | Members

    Five Lessons for Creating a Housing Impact Fund

    As mission-driven financial services providers deeply embedded in the communities they serve, credit unions are well-positioned to be key players in building partnerships and developing creative solutions to improve affordable housing. Below are 5 key lessons for successfully creating a housing impact fund. The Evergreen Impact Housing Fund, a collaborative effort to finance projects and increase capacity for affordable housing development, is one example that provides scalable strategies.