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Strategy and Planning

Strategy and planning are crucial for credit unions to remain competitive and resilient in a rapidly evolving financial landscape. A proactive approach helps them anticipate changes, identify growth opportunities, and align operations with long-term goals to better serve members and adapt to challenges.

Why it matters

Strategy and planning are essential for credit unions to thrive in today’s rapidly changing financial landscape. By developing a clear, forward-looking strategy, credit unions can align their resources, operations, and member services with long-term goals, ensuring they stay competitive and resilient. Strategic planning enables credit unions to anticipate market trends, regulatory changes, and shifting member needs, while also identifying opportunities for growth and innovation. This proactive approach not only strengthens the credit union's ability to serve its members effectively but also fosters organizational agility in responding to challenges and disruptions. Filene has the resources and solutions to help your credit union to strategically plan for the future. 

Research in this topic

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  • Report #666 | Members
    Attracting and Engaging Younger Members Strategy and Planning

    The Moment of Change: Benchmarking the Next Generation of Credit Union Growth

    This benchmarking research provides a data-driven view of how credit unions approach member growth. Based on responses from 105 participants across 92 organizations—primarily larger, growth-oriented institutions—it identifies where momentum is building, where gaps remain, and where future innovation should focus. Findings cover four areas: current strategies and future direction, digital delivery and product innovation, social media, and employee experience as a driver of next-generation growth.
  • Report #659 | Members
    Attracting and Engaging Younger Members Strategy and Planning

    Finfluencer Campaign Playbook

    • Katie Brown
    • Jason Shapiro
    • Addison Davis
    Launching a finfluencer campaign no longer requires starting from scratch. This Finfluencer Campaign Playbook provides ready-to-use templates and tools that significantly reduce execution risk, eliminate the guesswork, and provide credit unions with field-tested frameworks developed through cohort collaboration with 13 credit unions.
  • Report #654 | Members
    Strategy and Planning Board Governance Culture

    Mergers: Why & What?

    Mergers are reshaping the credit union landscape—scaled operations, broader product offerings, market expansion, and new technology are just some of the drivers. But even with clear goals, the path is complex and the true value can take years to realize. That’s why our latest research brief, "Mergers: Why and What," explores the most important question credit union leaders must ask before taking action: Why pursue a merger in the first place?

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