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Research, White Papers, and Thought Leaders

FILENE RESEARCH INSTITUTE PUBLICATIONS

I'm exceedingly proud to work with the researchers at Filene Research Institute to offer advice and guidance to credit union leadership across the country, as this unique pillar in our financial ecosystem seeks growth in a constantly changing world.

 

In my role as an independent writer, editor, and researcher, I have worked with Filene research fellows and advisors to collect their data, thoughts, and notes into coherent and compelling publications; interviewed credit union leaders; conducted research synthesis; and provided vital copy editing and proofreading in the publication pipeline for new research coming out of Filene's many Centers of Excellence.

  • Report #672 | Growing Through Diversity: Using Data to Reach Young, Multicultural Members
    "America's population growth is concentrated in multicultural communities that skew significantly younger than white Americans. See how eight credit unions used data to reach these younger communities and grow their multicultural segments and overall memberships."
     

  • Report #659 | Finfluencer Campaign Playbook
    "Launching a finfluencer campaign no longer requires starting from scratch. This Finfluencer Campaign Playbook provides ready-to-use templates and tools that significantly reduce execution risk, eliminate the guesswork, and provide credit unions with field-tested frameworks developed through cohort collaboration with 13 credit unions."
     

  • Report #639 | The AI Adoption Journey: A Survey of Credit Union Leaders
    "This report shares insights from a survey of 110 participants across 78 organizations, highlighting early trends, emerging strategies, and the positive potential of AI to empower members, employees, and leadership, while encouraging credit unions to evolve and refine their AI approaches."
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  • Report #636 | Introducing LoanNFT, a Blockchain Solution for the Secondary Loan Market
    "Introducing LoanNFT, a blockchain-based prototype developed over the past year through a partnership with Dr. Lamont Black and the lab* at Filene, seeking to enhance the efficiency of the secondary loan market, creating a decentralized, shared database for loan transactions, eliminating the need for centralized intermediaries and reducing costs."
     

  • Report #635 | A Blockchain and Digital Asset Primer for Credit Unions
    "This blockchain primer provides an overview of the key aspects of blockchain technology and digital assets, and the various ways blockchain has been used to date. The primer also gives an overview of how decentralized finance is already being used in financial services and some of the ways credit unions can begin to leverage this technology."

Addison Davis © 2026

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