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.

Also Available

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.

Pricing

View the Credit Union Dashboard 

View the List of Participants

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

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