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.
Agent Credit Card Programs: Structure, Strategy, and Impact
September 10, 2025
No Comments
Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Markets Remain Relatively Immune To Political Headlines, Odds Of September Rate Cut Increase
September 8, 2025
No Comments
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Trust Is Earned And Maintained Through Modern Infrastructure
September 8, 2025
No Comments
Modern check processing strengthens trust, cuts costs, and fights fraud. Credit unions can boost efficiency and member service by replacing outdated systems with secure, real-time infrastructure.
From Approval To Account: 7 Benefits Of Instant Loan Funding
September 8, 2025
No Comments
Instant loan funding is transforming credit union lending — boosting speed, operational efficiency, and member satisfaction while enabling real-time access to capital, anytime, anywhere.
What Credit Unions Need To Know About New 401(k) Rules
August 31, 2025
No Comments
A recent executive orders kickstarted changes to retirement-savings plans. Credit unions can play a role in financial education to make sure members and employees are making the best choices for their personal financial wellness.
Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships
August 27, 2025
No Comments
Join us as we break down how RFP works today, what’s next for this capability on the RTP® network and FedNow® Service, and why credit unions should
Back To School Hits The Wallet
August 25, 2025
No Comments
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
No Comments
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
No Comments
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
No Comments
Join Callahan & Associates for a look at 2Q25 credit union performance trends
Agent Credit Card Programs: Structure, Strategy, and Impact
Join Elan and TRK for a candid conversation about how the agent model can help your credit union grow without overextending resources.
Trust Is Earned And Maintained Through Modern Infrastructure
Modern check processing strengthens trust, cuts costs, and fights fraud. Credit unions can boost efficiency and member service by replacing outdated systems with secure, real-time ...
From Approval To Account: 7 Benefits Of Instant Loan Funding
Instant loan funding is transforming credit union lending — boosting speed, operational efficiency, and member satisfaction while enabling real-time access to capital, anytime, anywhere.
What Credit Unions Need To Know About New 401(k) Rules
A recent executive orders kickstarted changes to retirement-savings plans. Credit unions can play a role in financial education to make sure members and employees are ...
Beyond Bill Pay: Using RFP and Real-Time Payments To Deepen Member Relationships
Join us as we break down how RFP works today, what’s next for this capability on the RTP® network and FedNow® Service, and why credit ...
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
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
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.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Remain Relatively Immune To Political Headlines, Odds Of September Rate Cut Increase