BSG Financial Group commits to credit unions’ success through its support of Filene Research Institute

Company to collaborate with industry’s leading think tank to positively impact credit union success through research and innovation

LOUISVILLE, KY (August 7, 2018) — BSG Financial Group, a provider of technology and compliance solutions for financial institutions nationwide, announced today its support as a Bronze Benefactor of Filene Research Institute, a leading independent think and do tank dedicated to scientific and thoughtful analysis about issues affecting the future of credit unions, retail banking and cooperative finance. BSG Financial Group is backing the institution as part of its overall mission to help credit unions operate more successfully through innovative technology programs and compliance solutions.

“BSG Financial Group is committed to helping credit unions grow, better serve members and streamline operations; and our involvement with Filene Research will help facilitate this commitment,” said Jeffrey Harper, president of BSG Financial Group. “We are honored to be associated with the industry’s leading resource for credit union-focused research and innovation and look forward to working together to advance the future for credit unions.”

BSG Financial Group offers credit unions nationwide technology solutions that include an automated discretionary overdraft system that features customized overdraft limits that match a member’s ability to pay the overdraft, for greater member service and credit union safety; a digital lending platform that streamlines lending procedures and offers members access to small business and consumer loans in as little as five minutes; and an automated social media platform that helps credit unions monitor and address their online reputation and activity, including reviews and competitive activity.

“We at Filene rely on the financial and thoughtful contributions of our supporters to make our work possible,” said Mark Meyer, Filene Research CEO. “We are extremely grateful BSG Financial Group has a shared dedication to the future of the credit union system—obvious not only through its monetary contribution, but also in its industry expertise and proven record of helping credit unions run more efficiently and better serve their members.”

About BSG Financial Group

Louisville, Ky.-based BSG Financial Group is a group of independently organized companies that provides revenue-enhancement and compliance solutions for financial institutions nationwide. BSG Financial Group has been a provider of innovative overdraft programs since 1999, including the industry's first cloud-based overdraft management solution, Courtesy Connect®/Courtesy Limit™.

The company's additional revenue-enhancing solutions include: Fee-Based Packaged Checking Accounts; Digital Lending Solutions; Vendor Management; Social Media Management; and CD Pricing and Selling Strategies. For more information, please visit

About Filene Research institute

Filene Research Institute is a U.S.-based independent, consumer finance think and do tank dedicated to scientific and thoughtful analysis about issues affecting the future of credit unions, retail banking and cooperative finance. Founded more than 29 years ago, Filene is a 501(c)(3) nonprofit organization. For more information, visit and @fileneresearch.


Michele Rehm, Marketing Manager
BSG Financial Group

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