Report
#628
|
|
Members
Lessons on Governance from Credit Union CEOs
*10 Minute Read: 13 credit union CEOs share valuable lessons learned from experiences with their boards.
Research & Thinking
To accelerate insights and transform your organization.
Browse our research & thinking
By Topics in Action
Report
#627
|
How Credit Unions can Respond to Disasters and Build Community Resilience
-
Mai Nguyen
-
Ashley Tindall
As a trusted part of the community, credit unions can make a big difference in helping to build resiliency for their members. The case studies highlighted here give examples of how credit unions are currently responding to the unique needs of their communities through education, new low-cost products and services, and fundraising, among other things.
By Questions
Report
#613
|
|
Members
The Evolution and Impact of AI in Credit Unions
-
Lamont Black
-
John Best
This brief outlines how credit union leaders can develop an AI strategy and begin taking practical steps toward further AI adoption.
Blog
|
Webinar: The Evolution and Impact of AI in Credit Unions
-
Lamont Black
-
John Best
-
Christie Kimbell
Review webinar materials from The Evolution and Impact of AI in Credit Unions hosted February 15th, 2024.
Report
#598
|
|
Members
Text-Generative AI and the Future for Credit Unions
-
Ignacio Luri
-
Noël Manushi
This report examines TextGen AI technologies to separate fact from fiction amid the hype in such a way that allows credit unions to analyze the very real challenges, known limitations and promising opportunities that this technology brings.
Report
#594
|
|
Members
Top 5 Things That Credit Unions Should Consider When Building an AI Policy
-
John Best
As credit unions embrace the transformative power of Artificial Intelligence (AI) and Large Language Models (LLMs), it becomes essential to construct robust AI policies. The following brief will delve into the realm of AI policy, uncovering the top five critical considerations for credit unions.
Report
#537
|
|
Members
Opportunities and Risks of Conversational AI for Credit Unions: Empathy and Intimacy in Automated Financial Customer Service
-
Scott Mainwaring
-
Melissa K. Wrapp
As the use of digital channels continues to grow for credit unions, conversational artificial intelligence (AI) technologies provide an opportunity for improved service delivery and the potential for new service offerings such as financial advice.
Report
#623
|
|
Members
Credit Union Governance Landscape
Bringing nearly three decades of both academic research and practical experience as a board member, Dr. Hillman has contextualized survey results with governance best practices for credit union leaders to consider as they continue to shape their board to be a strategic asset.
Blog
|
Credit Union Boards: Resources for Effective Governance
Effective board governance is essential for credit union sustainability and health. From board evaluation practices to board composition, Filene has curated resources for credit union leaders seeking to learn more about strategies to improve board governance.
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.
Report
#613
|
|
Members
The Evolution and Impact of AI in Credit Unions
-
Lamont Black
-
John Best
This brief outlines how credit union leaders can develop an AI strategy and begin taking practical steps toward further AI adoption.
Blog
|
Webinar: The Evolution and Impact of AI in Credit Unions
-
Lamont Black
-
John Best
-
Christie Kimbell
Review webinar materials from The Evolution and Impact of AI in Credit Unions hosted February 15th, 2024.
Report
#598
|
|
Members
Text-Generative AI and the Future for Credit Unions
-
Ignacio Luri
-
Noël Manushi
This report examines TextGen AI technologies to separate fact from fiction amid the hype in such a way that allows credit unions to analyze the very real challenges, known limitations and promising opportunities that this technology brings.
Report
#594
|
|
Members
Top 5 Things That Credit Unions Should Consider When Building an AI Policy
-
John Best
As credit unions embrace the transformative power of Artificial Intelligence (AI) and Large Language Models (LLMs), it becomes essential to construct robust AI policies. The following brief will delve into the realm of AI policy, uncovering the top five critical considerations for credit unions.
Report
#537
|
|
Members
Opportunities and Risks of Conversational AI for Credit Unions: Empathy and Intimacy in Automated Financial Customer Service
-
Scott Mainwaring
-
Melissa K. Wrapp
As the use of digital channels continues to grow for credit unions, conversational artificial intelligence (AI) technologies provide an opportunity for improved service delivery and the potential for new service offerings such as financial advice.
Report
#623
|
|
Members
Credit Union Governance Landscape
Bringing nearly three decades of both academic research and practical experience as a board member, Dr. Hillman has contextualized survey results with governance best practices for credit union leaders to consider as they continue to shape their board to be a strategic asset.
Blog
|
Credit Union Boards: Resources for Effective Governance
Effective board governance is essential for credit union sustainability and health. From board evaluation practices to board composition, Filene has curated resources for credit union leaders seeking to learn more about strategies to improve board governance.
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.
How We Focus
Centers of Excellence
Focused on the topics that matter most to credit unions today, Filene's Centers of Excellence power your strategy and spark growth with cutting-edge research and innovation.
-
Center of Excellence Emerging Technology
-
Center of Excellence Data Analytics & the Future of Financial Services
-
Center of Excellence Community Social Impact
-
Center of Excellence Consumer Financial Lives in Transition
-
Center of Excellence Innovation & Incubation
-
Center of Excellence Diversity, Equity & Inclusion
-
Center of Excellence Leadership, Strategy & Governance
-
Center of Excellence The Credit Union of the Future
Our Latest Research & Thinking
-
Report #628 | | Members
Lessons on Governance from Credit Union CEOs
*10 Minute Read: 13 credit union CEOs share valuable lessons learned from experiences with their boards. -
Report #627 |
How Credit Unions can Respond to Disasters and Build Community Resilience
-
Mai Nguyen
-
Ashley Tindall
As a trusted part of the community, credit unions can make a big difference in helping to build resiliency for their members. The case studies highlighted here give examples of how credit unions are currently responding to the unique needs of their communities through education, new low-cost products and services, and fundraising, among other things. -
Mai Nguyen
-
Report #625 |Bringing Together HBCUs and Community Financial Institutions
-
Cortney Arnold
-
Taylor Ellison
-
Taylor C. Nelms
In 2023, Visa and the Filene Research Institute convened a group of leaders from community financial institutions and the ecosystem of Historically Black Colleges and Universities (HBCUs) to identify opportunities for collaboration and impact for their shared communities. -
Cortney Arnold
-
Report #624 |Closing the Implementation Gap: A Strategy Execution Playbook for Credit Unions
-
Andrew Turner
-
Anna Bruzgulis
-
Taylor C. Nelms
-
Caroline Vahrenkamp
Filene, in partnership with Velera, created the following playbook with tactical guidance for credit unions looking to advance their strategy implementation capabilities. In this playbook, we identify six potential barriers to strategy implementation that, when tackled effectively, can become bridges to business transformation. -