2019-2020 Credit Union Investment Services Benchmarking Study


SKU: KBRC-2020-CUS Categories: , Tags: ,


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.

Additional information

Institution Type

Financial Institutions, Product & Service Providers