Research Archives

What is the mindset of today’s community financial institutions professional? Remarkably optimistic! In the face of ongoing regulatory burdens and a tough interest rate environment, new FMS research shows our members have a positive outlook on the future of our industry.

 
FMS RESEARCH | June 2018
Community Mindset: Bank and Credit Union Leadership Viewpoints
Financial Managers Society Research

Financial institutions are constantly trying to confront the challenges and capitalize on the opportunities coming at them from a host of competitors, customers and regulators – and the rapid evolution of technology in the industry has only served to accelerate the pace of change on all fronts.




 
FMS RESEARCH | OCTOBER 2017
The Growth Outlook for Community Institutions
Financial Managers Society Research

Despite the very real challenges facing their industry, community institution leaders are excited about the growth prospects they see in the areas of technological innovation, lending activity and new products and services.




 
FMS RESEARCH | OCTOBER 2017
Confronting Challenges
Financial Managers Society Research

From increased competition to regulatory demands, community institutions are dealing with a variety of business challenges. What do they see as the strongest headwinds?




 
SURVEY | SEPTEMBER 2017
FMS Quick Poll: ALCO Composition
Financial Managers Society

What will become of your community institution when the current senior leadership decides to call it a career and head to the golf course? Is there a CEO-in-waiting ready and able to take the reins in a seamless transition? Is your next CFO just down the hall? Will you have to go outside your bank or credit union to find the talent needed to keep the institution growing?




 
FMS RESEARCH | JUNE 2017
Community Mindset: Bank and Credit Union Leadership Viewpoints
Financial Managers Society Research

Earlier this year, FMS surveyed 400 senior executives from community banks and credit unions about their greatest challenges, leading strategic priorities and general perceptions on the state of their industry.




 
SURVEY | JUNE 2017
FMS Quick Poll: Succession Planning
Financial Managers Society

What will become of your community institution when the current senior leadership decides to call it a career and head to the golf course? Is there a CEO-in-waiting ready and able to take the reins in a seamless transition? Is your next CFO just down the hall? Will you have to go outside your bank or credit union to find the talent needed to keep the institution growing?




 
SURVEY | DECEMBER 2016
FMS Quick Poll: Biggest Challenge in 2017
Financial Managers Society

As the New Year approaches, many FMS members are likely grappling with one or more specific challenges facing their institution in 2017. And if their situations are anything like the more than 130 members who participated in our recent Quick Poll, chances are the single biggest challenge they have in mind is somehow tied to the quest for higher margins and additional income.




 
SURVEY | OCTOBER 2016
FMS Quick Poll: Social Media
Financial Managers Society

What constitutes a “community?”

Whereas a clear designator such as geographic proximity might have definitively answered that question in the past, the notion isn’t quite as clearly cut these days. The explosive growth of social media has redefined both what a community is and where it is – shifts that are proving profound for personal and business relationships alike.




 
SURVEY | AUGUST 2016
FMS Quick Poll: Using Derivatives to Manage Interest Rate Risk
Financial Managers Society

For our latest FMS Quick Poll, we decided to revisit a polling question that we last took to the membership almost three years ago, asking how many of our member institutions are using derivatives to help manage their interest rate risk and, if so, what types of strategies they’re employing.




     
 
SURVEY | MAY 2016
FMS Quick Poll: Investment Portfolios
Financial Managers Society

With interest rate uncertainty continuing to flummox many community institutions and growth prospects still in short supply, questions surrounding how to manage balance sheets in this challenging environment have rarely been more critical. 






SURVEY | MARCH 2016
FMS Quick Poll: Technology in the Boardroom
Financial Managers Society

Community institutions have seen firsthand just how rapidly the industry has moved toward technology-based paperless solutions and practices over the past several years. In light of this, perhaps the results of our latest FMS Quick Poll on technology in the boardroom will come as no surprise.




                         
SURVEY | JANUARY 2016
FMS Quick Poll: Wealth Management
Financial Managers Society

In connection with a story on wealth management in the January 26th issue of FMS Update, we conducted a Quick Poll to find out just how many FMS members are offering (or planning to offer) these services in their institutions.