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 Investment For A Texas Credit Union
August 12, 2016
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Generations FCU explains how it uses the investment portfolio as a vehicle that produces income in its own right.
Sink Or Swim?
August 11, 2016
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Although there are differences in bond rates around the world, they are all trading in the same direction.
2Q 2016 Drivers Of The Efficiency Ratio
August 11, 2016
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Like your golf score, your credit union’s efficiency ratio should be low.
A High-Yield Loyalty Program Builds Relationships And Deposits
August 8, 2016
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Rogue Credit Union beats the market and its peer averages with an ownership savings account.
How Firefighters First Credit Union Plans To Hit $1 Million In Net Income
August 8, 2016
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The Los Angeles-based credit union sees a bright future for its “non-punitive” insurance option.
How To Make A Buck
August 8, 2016
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Sure, credit unions are not-for-profit financial institutions, but that doesn’t mean they can exist without steady sources of income. See how credit unions are making money and deepening relationships this week on CreditUnions.com.
Lessons From A YouTube Series
August 1, 2016
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Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
Breakdown Your Goals
July 25, 2016
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University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
July 18, 2016
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Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
July 12, 2016
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“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 other credit unions’ – quest to showcase the Credit Union Difference nationally.
An Investment For A Texas Credit Union
Generations FCU explains how it uses the investment portfolio as a vehicle that produces income in its own right.
2Q 2016 Drivers Of The Efficiency Ratio
Like your golf score, your credit union’s efficiency ratio should be low.
A High-Yield Loyalty Program Builds Relationships And Deposits
Rogue Credit Union beats the market and its peer averages with an ownership savings account.
How Firefighters First Credit Union Plans To Hit $1 Million In Net Income
The Los Angeles-based credit union sees a bright future for its “non-punitive” insurance option.
How To Make A Buck
Sure, credit unions are not-for-profit financial institutions, but that doesn't mean they can exist without steady sources of income. See how credit unions are making ...
Lessons From A YouTube Series
Arizona FCU puts a financial twist on “The Biggest Loser” with its “My Comeback” web series.
Breakdown Your Goals
University of Iowa Community Credit Union discusses how securing stellar sales performance starts with developing proper benchmarks and individual accountability
How To Make Generational Wealth Transfer A Successful Part Of Your Investment Business
Establishing relationships across generations helps ensure future success for heirs and business for advisors.
One National Credit Union Voice Makes 17 Million Local Differences
“The diversity among credit unions often makes it difficult for us to speak with one voice,” contends Jim Blaine. Learn about Blaine’s – and 130 ...
Browse Topics
Financial Market Jitters Escalate
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Takeaways From Day 2 Of GAC
Aaron Passman
From macroeconomics to multiculturalism, the future of AI, and more, the second day of this year’s convention was packed with insights.
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Sink Or Swim?