NEW
OLDEN LANE RESEARCH SERIES
The Next Gen Transformation for credit unions.
A proprietary road map for credit union leaders seeking to engage Gen Z and Millennial members, strengthen long-term relevance, and compete more effectively with digital financial platforms.
OLDEN LANE
RESEARCH SERIES · 2026
The Next Gen Transformation
A Road Map for Engaging Gen Z and Millennial Members
CONTENTS
- Budgeting & Planning
- Investment Offerings
- Debt Management
- First-Time Homebuyer
- Community Learning
- Rewards & Loyalty
- Estate Planning
PROPRIETARY
OLDEN LANE
Engage the next generation
Grow primary financial relationships
Strengthen long-term relevance
Compete with digital financial platforms
Drive deposit and loan growth
Build lifetime member value
A PROPRIETARY STUDY
Diagnosis. Direction. Delivery.
A practical road map across seven capability areas — budgeting, investing, debt management, homebuying, community learning, rewards, and estate planning.
01
WHY THIS MATTERS
The relevance gap is structural.
Credit union penetration among Gen Z and Millennials lags materially behind each cohort's share of the population. But 47 percent of Gen Z and Millennials say they would consider switching to a credit union — if the value proposition meets them where they are.
READ THE FRAMING →
02
WHAT THE REPORT COVERS
Seven capability areas.
Market gap analysis, competitive scans of leading fintechs, and implementation solutions across budgeting, investing, debt, homebuying, community learning, rewards, and estate planning — blended with credit union case studies and a generalized road map.
VIEW TABLE OF CONTENTS →
03
HOW IT HELPS
From insight to operating agenda.
Move from diagnosis to action with research-driven recommendations, competitive analysis, and implementation solutions tailored for credit union leadership teams. Includes vendor scans, prioritization frameworks, and a phased execution model.
SEE THE APPROACH →
THE RESEARCH PACKAGE
Everything you need to put the research to work.
WHAT'S INCLUDED
The Next Gen Transformation Research Package.
A complete institutional research product for your leadership team.
- Full proprietary institutional research report — the complete study covering all seven capability areas with market analysis, competitive scans, and implementation guidance.
- Executive presentation deck — a board-ready and leadership-ready summary of findings, built for internal briefing.
- Board or management research discussion — a presentation of the report's key findings and discussion of how they may inform your credit union's member engagement priorities.
- Secure delivery via Olden Lane shared folder — your institution's dedicated folder for the materials, with supplementary resources added over the engagement.
RESEARCH PACKAGE
$3,000
SINGLE-INSTITUTION LICENSE
For credit union executives and strategy teams ready to put the research into action.
REQUEST THE REPORT →
EXISTING CLIENT PRICING
A thank-you to our active clients.
Credit unions and firms that have engaged Olden Lane for paid services within the past 24 months receive preferred pricing on the research package. Mention your prior engagement when you reach out and we'll apply the discount.
HOW YOU’LL RECEIVE THE REPORT
Secure delivery via an Olden Lane shared folder.
Once your order is confirmed, Olden Lane will provision a dedicated shared folder for your institution. All materials — the full research report, the executive presentation deck, and any supplementary resources — are deposited there and remain available to your team for the duration of your engagement.
- Access-controlled by named user
- No file-size limits for appendices
- Supplementary materials added over time
- Available on desktop and mobile
Start the conversation →
Interested in the research package or a strategy conversation? Contact the Olden Lane team to discuss availability, pricing, and next steps.
REQUEST THE REPORT →
We look forward to working with you.