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
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
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
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
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.
Five can’t-miss data points featured this week on CreditUnions.com.
Continued loan demand draws down investment balances.
Neither stocks nor bonds have made headway in either direction.
In July 2016, Callahan & Associates surveyed 170 credit union executives from 40 states to gain insight into their current and emerging sources of non-interest income.
Expected news out of Europe has nonetheless piqued the interest of traders everywhere.
Five data points from this week on CreditUnions.com.
The Illinois credit union has a lower-than-average reliance on non-interest income and plans to increase those revenue streams in the coming years.
Credit unions are serving members better than ever before, and these three graphs show just how much ground the cooperative industry has gained.
The markets were quiet for most of August, and traders are eager for September to bring more activity.
Seven core cultural beliefs at Vantage West Credit Union shapes a future of “deliberate success.”

Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.

Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.

Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.

Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.

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.

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.

McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.

The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.

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.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
A Holiday Extended