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.
Leaders In Efficiency For Third Quarter 2016
November 14, 2016
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Credit unions posted a slight improvement in the efficiency ratio versus one year ago. Check out this leader table to see which credit unions beat the industry average.
For The Bond Market, It’s Been A Good Run
November 10, 2016
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The lack of liquidity in the bond market has been an ongoing problem, and now the dam seems to be breaking.
Wright-Patt By The Numbers
November 8, 2016
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This Midwestern credit union’s performance highlights the power of the cooperative model.
GTE By The Numbers
November 7, 2016
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The team at GTE FCU managed the credit union through home prices declines and high unemployment.
U.S. Mortgages: Credit Unions Vs. Banks
November 7, 2016
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What does new Home Mortgage Disclosure Act data say about credit union performance?
It’s Time To Take Our Own Advice
November 7, 2016
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New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
CUbroadcast Highlights Credit Union Growth By Region
November 4, 2016
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In episode No. 658, Callahan Industry Analyst Liz Furman digs deep into national and regional data and debunks the myth that credit union membership and asset growth is strictly due to mergers.
Election Nerves Leading Traders To Dream Big
November 3, 2016
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Traders are doing little besides watching the newswires for election news.
Earnings Surprises And Worries For Traders
October 27, 2016
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Once the dust settles, why U.S. traders will go back to watching the German market.
The Chicago Cubs Will Win The 2016 World Series
October 26, 2016
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And we can prove it with credit union data.
Leaders In Efficiency For Third Quarter 2016
Credit unions posted a slight improvement in the efficiency ratio versus one year ago. Check out this leader table to see which credit unions beat ...
Wright-Patt By The Numbers
This Midwestern credit union’s performance highlights the power of the cooperative model.
GTE By The Numbers
The team at GTE FCU managed the credit union through home prices declines and high unemployment.
U.S. Mortgages: Credit Unions Vs. Banks
What does new Home Mortgage Disclosure Act data say about credit union performance?
It’s Time To Take Our Own Advice
New DOL Fiduciary Rule is an opportunity to assess credit unions’ long-term goals for their investment advisors.
CUbroadcast Highlights Credit Union Growth By Region
In episode No. 658, Callahan Industry Analyst Liz Furman digs deep into national and regional data and debunks the myth that credit union membership and ...
Election Nerves Leading Traders To Dream Big
Traders are doing little besides watching the newswires for election news.
Earnings Surprises And Worries For Traders
Once the dust settles, why U.S. traders will go back to watching the German market.
The Chicago Cubs Will Win The 2016 World Series
And we can prove it with credit union data.
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.
For The Bond Market, It’s Been A Good Run