2018-2019 Credit Union Investment Services Survey (July 2019)



  • Focused on credit unions that offer investment services
  • Key trends and performance benchmarks
  • Covers calendar year 2018
  • 111 participants

Available Reports

The Study is a narrative report 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.

 

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:


Financial Institutions
Product & Service Providers
2018-2019 Credit Union Study
$250$500
2018-2019 Credit Union Dashboard
$500$1,000
Study and Dashboard Package
$625$1,250


View the List of Participants 

 

View the List of Metrics  


Questions? Contact Tim Kehrer – tim.kehrer@kehrerbielan.com

  • 2018-2019 Credit Union Study

    Reports/Studies
    The Study is a narrative report that identifies the most important trends in the data.The Annual Credit Union Investment Services Study is considered a go-to resource for info…
    Select Options $250.00
  • 2018-2019 Credit Union Dashboard

    Reports/Studies
    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 a…
    Select Options $500.00