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.
Back To School Hits The Wallet
August 25, 2025
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The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
August 25, 2025
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From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting priorities — test your knowledge of this nuanced generation in this interactive quiz.
How to Compete with Fintechs: A Dupaco Credit Union Success Story
August 13, 2025
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Join Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business
Trendwatch 2Q25
August 12, 2025
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Join Callahan & Associates for a look at 2Q25 credit union performance trends
Scale Your Commercial Lending Portfolio
August 11, 2025
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Flexible, technology-driven solutions help credit unions scale their commercial lending portfolios and address staffing, efficiency, and regulatory challenges.
Multiple Economic Reports Bring A Climactic End To July
August 8, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
5 Takeaways From Trendwatch 2Q 2025
August 6, 2025
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The U.S. economy is throwing up mixed signals, but America’s credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a stronger bottom line.
How AI Is Transforming Consumer Lending At Marine Credit Union
August 4, 2025
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The Wisconsin cooperative has implemented auto-decisioning for consumer lending and gives the technology high marks for its impact on member satisfaction, employee engagement, and the balance sheet.
5 Graphs That Explain Credit Union Loan Growth In 2025
August 4, 2025
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A changing economic climate is reshaping consumer borrowing patterns, presenting new challenges and opportunities for credit union lenders.
The New Retirement Reality Reveals Startling Facts
July 28, 2025
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A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
Back To School Hits The Wallet
The cost of returning to the classroom has increased more than 35% in the past decade, putting the pinch on parents and students alike.
How Well Do You Know The Gen Z Economy?
From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting ...
How to Compete with Fintechs: A Dupaco Credit Union Success Story
Join Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business
Trendwatch 2Q25
Join Callahan & Associates for a look at 2Q25 credit union performance trends
Scale Your Commercial Lending Portfolio
Flexible, technology-driven solutions help credit unions scale their commercial lending portfolios and address staffing, efficiency, and regulatory challenges.
5 Takeaways From Trendwatch 2Q 2025
The U.S. economy is throwing up mixed signals, but America's credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a ...
How AI Is Transforming Consumer Lending At Marine Credit Union
The Wisconsin cooperative has implemented auto-decisioning for consumer lending and gives the technology high marks for its impact on member satisfaction, employee engagement, and the ...
5 Graphs That Explain Credit Union Loan Growth In 2025
A changing economic climate is reshaping consumer borrowing patterns, presenting new challenges and opportunities for credit union lenders.
The New Retirement Reality Reveals Startling Facts
A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
Browse Topics
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
Multiple Economic Reports Bring A Climactic End To July