The Dashboard is a matrix of 50 different performance metrics tracked in the survey.

• The Dashboard is used by program managers and executive management in the credit union to assess the strengths and weaknesses of the business, and to identify strategies for growth.
• We hear from many of the credit unions that purchase the Dashboard every year that it has become one of the most important tools they use during planning season.
• The Dashboard is such a powerful tool that it often forms the foundation of the full-service consulting we have performed for dozens of credit union investment programs.

The Custom Peer Group Analysis compares the performance of your firm with other top performers.

• We start by identifying institutions in our database that share key characteristics with your own, then narrow it down to the top performers.
• Thanks to the depth and breadth of our data, we can identify firms that are further along in penetrating their opportunity and have grown the business in the same way you aspire to grow yours.
• The custom analysis serves as a north star for your firm, demonstrating what is possible and providing a visual roadmap of how to get there.

Also Available

The Study is a report in presentation format that identifies the most important trends in the data.

• The Annual Credit Union Investment Services Study is considered a go-to resource for information on the most important trends impacting the delivery of investment services through credit unions.
• The findings contained in the Annual Credit Union Investment Services Study frequently achieve you-heard-it-here-first status – these are the issues your business will be grappling with in the coming year.
• Covers year-over-year changes in business mix, production, and profitability; revenue penetration; advisor coverage; advisor productivity; and acquisition of new assets.

Pricing

View the List of Participants

View the List of Metrics

Questions? Looking for a prior year’s study? Contact Research@kehrergroup.com.