Filene's Inner Circle includes 24 credit unions and 11 other credit union-supporting organizations.

When seeking out leads for successful loans, CUs must reevaluate their lead processes and risk models.

"People ... continue to support their neighbors, communities and charitable causes when they face crises," Jon Biedermann says.

J.P. Morgan poll finds nearly 20% of affluent Black and Latina women began investing earlier this year vs. 5% of their white counterparts.