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.
An Opportunity For Real Return On The Corporate Credit Union Takeovers
January 11, 2017
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Co-Ops for Change is crowd-sourcing data on each corporate credit union’s portfolio that was taken to collateralize the NCUA Guaranteed Notes (NGN).
6 Ways To Say Yes To The Request
January 10, 2017
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In an increasingly competitive lending environment, these six practices are helping credit unions serve members better and make decisions quickly.
Getting off the Bench and Back into the Game
January 7, 2017
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A focus on low rates and balance transfer opportunities resonates with consumers looking to switch their credit card relationship in the wake of the CARD Act.
More Marketing. More Members. More Market Share.
January 7, 2017
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Credit unions have ramped up marketing efforts and are reaping the benefits.
Hawkish. Dovish. Does It Matter?
January 5, 2017
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The year’s first economic reports are out, and at least one is good news for credit unions.
10 Great Articles No One Read In 2016
January 4, 2017
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Overlooked editorial gems provide insight and inspiration for the challenges and opportunities that lay ahead in 2017.
Best Of Cooperative Strategy 2016
December 30, 2016
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Five lessons in setting short- and long-term goals.
Best Of Deposits 2016
December 26, 2016
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Five lessons in growing and improving the credit union deposit portfolio.
Best Of Auto 2016
December 26, 2016
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Eight strategies and lessons in managing one of the credit union industry’s largest assets.
How Heritage FCU Increased Sales By Nearly 50%
December 26, 2016
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The Indiana credit union increased GAP sales by nearly 50% by thinking outside the vehicle protection box.
An Opportunity For Real Return On The Corporate Credit Union Takeovers
Co-Ops for Change is crowd-sourcing data on each corporate credit union’s portfolio that was taken to collateralize the NCUA Guaranteed Notes (NGN).
6 Ways To Say Yes To The Request
In an increasingly competitive lending environment, these six practices are helping credit unions serve members better and make decisions quickly.
Getting off the Bench and Back into the Game
A focus on low rates and balance transfer opportunities resonates with consumers looking to switch their credit card relationship in the wake of the CARD ...
More Marketing. More Members. More Market Share.
Credit unions have ramped up marketing efforts and are reaping the benefits.
10 Great Articles No One Read In 2016
Overlooked editorial gems provide insight and inspiration for the challenges and opportunities that lay ahead in 2017.
Best Of Deposits 2016
Five lessons in growing and improving the credit union deposit portfolio.
Best Of Auto 2016
Eight strategies and lessons in managing one of the credit union industry’s largest assets.
How Heritage FCU Increased Sales By Nearly 50%
The Indiana credit union increased GAP sales by nearly 50% by thinking outside the vehicle protection box.
Browse Topics
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
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.
Hawkish. Dovish. Does It Matter?