Custom Research

New! Member Financial Literacy Surveys

CUNA introduces this customized member survey that is designed to provide you with insights into your members’ financial lifestyles, help you provide better financial education programs, and serve the underserved in your financial market.

Topics:

• Awareness and use of existing personal finance services offered at the credit union
• Evaluations of the personal finance services they have used
• Likelihood of using financial education services, and the preferred method of delivery
• Current habits and attitudes toward various financial matters
• Level of knowledge on various finance-related topics
• Interest in using various money-saving products/services

These are just examples – your questionnaire is designed based on your needs. CUNA collects the information necessary to document where your members are financially and where they’d like to be, and help you identify opportunities to make your financial education efforts a success.

Your final report, delivered in PowerPoint format, includes graphs for each topic and a list of strategic considerations based on the survey findings.

Superior Research Procedures. We send multiple mailings because we know that members who have weak financial ties to the credit union need more prompting to respond. It is important to hear from these members. We typically record response rates of about 25% with our other member surveys.

We also “weight” your data because we’ve found that some groups are more likely than others to respond to surveys, and unless we take special steps (i.e., weighting) these members could “carry” the results in misleading directions.

These two procedures add reliability to your results.

With CUNA, you’ll get friendly, professional, and responsive service from staff who are experts with both survey research and credit union issues.

And your report will be concise, user-friendly, and always delivered on time.

Meet CUNA Research staff

See our list of clients

FOR MORE INFORMATION, contact us by:

• Phone:	1-800-356-9655, ext. 4172
• E-mail:	mktresearch@cuna.coop
• Fax:	(608) 231-4027
• Mail:	Credit Union National Association, Inc Center for Research & Advice PO Box 431 Madison, WI 53701-0431
• Online Request:	Send a request for more information here!