What’s In A Name: Chief Efficiency Officer
Kelli Wisner-Frank serves as the linchpin between finance and innovation at Community Choice Credit Union, aligning automation, smarter processes, and cost discipline to turn front-line
Finance
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
Top Finance Articles
6 Lessons For Credit Unions From Craft Breweries
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
The K-Shaped Recovery And An Economy Divided
Inflation, debt, and income inequality are fueling a K-shaped, post-pandemic recovery, widening the gap between different economic segments and challenging lower-income households.
Innovation Only Goes So Far Without Internal Alignment
July 7, 2026
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Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets From Today’s Credit Unions
July 6, 2026
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Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
The Long Game For Fintech At FORUM Credit Union
June 30, 2026
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The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
June 30, 2026
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The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
June 29, 2026
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Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Stable Economy. Strained Households.
June 29, 2026
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Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.
How Credit Unions Are Rethinking Loan Payments
June 24, 2026
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Join us for a discission on how Alabama Credit Union transformed loan payments from a manual, call-center-driven process into a modern, multi-channel member experience.
Fintech Grounded In Mission As Much As Market Opportunity
June 23, 2026
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Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.
Industry Intelligence For Credit Union Leaders
June 22, 2026
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Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Cost Pressures Are Changing Member Behavior
June 22, 2026
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First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
Innovation Only Goes So Far Without Internal Alignment
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets From Today’s Credit Unions
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
The Long Game For Fintech At FORUM Credit Union
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make ...
AI Boot Camp Is More Than Basic Training At Clearview FCU
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Stable Economy. Strained Households.
Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and ...
How Credit Unions Are Rethinking Loan Payments
Join us for a discission on how Alabama Credit Union transformed loan payments from a manual, call-center-driven process into a modern, multi-channel member experience.
Fintech Grounded In Mission As Much As Market Opportunity
Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk ...
Industry Intelligence For Credit Union Leaders
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the ...
Cost Pressures Are Changing Member Behavior
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.