

Benchmarking and Key Performance Indicators
What gets measured gets done. But how do you know you are using the right metrics and how does your credit union's KPIs benchmark against your peers.
Why it matters
Research in this topic
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Report #595 | | MembersThis marks the second year of the Credit Union Innovation Success Study. It is part of a broader six-year effort—the American Innovation Index™—that measures innovation in the US economy by quantifying the experiences of the customers from over 200 brands.
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Report #512 |
2023 UPDATE: Amplifying Social Impact; The State of Credit Union Giving
Review this update to Filene's 2020 report on the state of credit union giving detailed in a downloadable overview of credit unions' collective impact on Children's Miracle Network fundraising. -
Report #586 | | Members
DEI Practice Bundles & Credit Union Performance: Results from Filene’s DEI Practices & Policies Survey, 2022
Do you have insights into how to realize business value from your credit union’s diversity, equity, and inclusion (DEI) efforts?
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Report #591 | | Members
Credit Union Financial Performance Indicators, 2023 Q1
Review the credit union system’s collective financials from Q1, 2023, and dive into insights on key findings and trends to help your credit union make adjustments.
More opportunities
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Blog |
Thinking Forward — How Changes in Consumer Savings Are Intensifying the War for Deposits
Today's challenging economic environment with higher prices due to inflation continues to put a strain on consumers' ability to save and is weakening the average American's financial health. In our latest Thinking Forward newsletter, Filene experts Taylor Nelms and Caroline Vahrenkamp provide insights on consumer savings trends since the pandemic and how this can impact credit unions in an already highly competitive war for deposits.
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Webinar |
Member Voice: Customized Research with a Future-Forward Analysis
In 2022, according to the American Consumer Satisfaction Index, credit unions fell behind banks in consumer satisfaction for the fourth year in a row. With Member Voice, Filene is seeking to change that trend, one credit union at a time. -
Blog |
Reviewing 2022 Q2 Financial Performance
Review top insights from the credit union system’s collective financials from Q2, 2022, and dive into four financial positions credit unions could see themselves in.
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Blog |
Measuring Economy of Scale and the Importance of Non-Interest Income
The expense to asset ratio is one of the most used performance indicators for credit union productivity. Despite it being a widely used measure, major flaws can lead to erroneous conclusions.