2021-2022 Credit Union Investment Services Study Dashboard


SKU: KBRC-2022-CUISSD Categories: , Tags: ,


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.

Additional information

Institution Type

Financial Institutions, Product & Service Providers