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.
A Problem With Geography
January 19, 2017
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U.S. employment might be nearing its maximum limit, but there are still pockets of unemployed workers around the country.
Arrowhead Credit Union: What Happens When Member-Owner Governance Is Removed From A Credit Union
January 11, 2017
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No credit union in America has come close to the bottom-line financial results of Arrowhead Credit Union’s 3.75% ROA for both 2011 and 2012.
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.
Arrowhead Credit Union: What Happens When Member-Owner Governance Is Removed From A Credit Union
No credit union in America has come close to the bottom-line financial results of Arrowhead Credit Union’s 3.75% ROA for both 2011 and 2012.
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.
Hawkish. Dovish. Does It Matter?
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
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.
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.
A Problem With Geography