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.
Getting the Most from Staff Without Incentives
April 28, 2016
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Motivating staff can be a challenge. With a focused program on hiring, training and coaching, Partners FCU is encouraging employees with minimal monetary incentives.
Three Ingredients for a Successful Vehicle Remarketing Program
April 28, 2016
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Travis Credit Union shares three practices for structuring a remarketing program.
A Critical Piece in the Mortgage Lending Puzzle
April 28, 2016
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Online mortgage application capabilities are helping credit unions achieve strong results.
An A+ Approach to Indirect Lending
April 28, 2016
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Like everything else in Texas, indirect auto lending is big. Find out how one credit union successfully broke the mold of the typical Texan program.
Waking Up to the Potential of Credit Cards
April 28, 2016
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Turning around a card portfolio is possible. As Community First Credit Union highlights, devoting time and energy to a program can deliver results.
When it Comes to Credit Card Growth, They Hit the Bull’s Eye
April 28, 2016
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Bull’s Eye Credit Union has realized over 50 percent growth in its credit card loans last year. Find out the top ten credit unions by credit card growth and the secret to success for Bull’s Eye.
No Frills Approach Spawns Niche Market Success
April 28, 2016
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Whitefish Credit Union in Montana ($563m) offers minimal services — no checking accounts or credit cards. Yet last year it experienced 20 percent asset and 29 percent loan growth thanks to its successful strategy.
Continuous Efforts Generate Political Advocates
April 28, 2016
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BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official’s term limits. They have successfully implemented year-round efforts to build and maintain relationships with legislators.
Leveraging Our Competitive Difference
April 28, 2016
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Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in November – what does an action like this mean for the industry?
San Francisco Federal Credit Union Voted “Best Credit Union”
April 28, 2016
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Efforts to make the benefits of the credit union industry more transparent are paying off in California.
Getting the Most from Staff Without Incentives
Motivating staff can be a challenge. With a focused program on hiring, training and coaching, Partners FCU is encouraging employees with minimal monetary incentives.
Three Ingredients for a Successful Vehicle Remarketing Program
Travis Credit Union shares three practices for structuring a remarketing program.
A Critical Piece in the Mortgage Lending Puzzle
Online mortgage application capabilities are helping credit unions achieve strong results.
An A+ Approach to Indirect Lending
Like everything else in Texas, indirect auto lending is big. Find out how one credit union successfully broke the mold of the typical Texan program.
Waking Up to the Potential of Credit Cards
Turning around a card portfolio is possible. As Community First Credit Union highlights, devoting time and energy to a program can deliver results.
When it Comes to Credit Card Growth, They Hit the Bull’s Eye
Bull's Eye Credit Union has realized over 50 percent growth in its credit card loans last year. Find out the top ten credit unions by ...
No Frills Approach Spawns Niche Market Success
Whitefish Credit Union in Montana ($563m) offers minimal services -- no checking accounts or credit cards. Yet last year it experienced 20 percent asset and ...
Continuous Efforts Generate Political Advocates
BECU and Superior FCU believe that the payoff of political activism lasts well beyond any elected official's term limits. They have successfully implemented year-round efforts ...
Leveraging Our Competitive Difference
Are we ignoring the competitive difference that makes credit unions unique? The largest credit union charter conversion yet will be put to a vote in ...
San Francisco Federal Credit Union Voted “Best Credit Union”
Efforts to make the benefits of the credit union industry more transparent are paying off in California.
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.