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.
Making Size an Advantage When Re-Branding
April 22, 2016
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Cascade Community Credit Union turned its small size into an advantage when it began a re-branding initiative.
What Can Credit Unions Learn from Niche Lenders
April 22, 2016
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One credit union’s dedicated focus on a niche market is paying off in double digit loan and share growth.
Suncoast Schools FCU Reports Strong Growth in Second-Quarter.
April 22, 2016
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One of the largest education credit unions in the country recorded exceptional results mid-year, setting the stage for a strong 2007.
VoIP (Voice over Internet Protocol): Is it time for you to upgrade?
April 22, 2016
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Interest in VoIP or Internet Telephony has been higher than ever. This technology is gaining a lot of recognition in the credit union community and is growing at a rapid rate. So is this the right time for you to think of an upgrade?
An Effective Board Recruiting Process
April 22, 2016
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Recruiting new board members is a often a constant priority for many credit unions. Pacific Service Credit Union’s advisory director program serves a “training program” for potential candidates.
Case Study: Amplify’s Mobile Banking Solution
April 22, 2016
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With a full year of experience with mobile banking, Amplify has a wealth of experience to share about how to combine the best of browser-based technology augmented with SMS for non-sensitive information.
Branch Incentive Programs Have Measurable Effect on Bottom Line
April 22, 2016
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Tyndall FCU’s performance-based culture has resulted in a dramatic increase in sales productivity, teller transitions and a $1 million cost savings in less than two years.
Credit Unions Helping America’s Military Community
April 22, 2016
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The Pentagon Federal Credit Union and its Foundation sponsored a special concert of American patriotic songs by the US Army Chorus and the National Men’s Chorus in Washington, DC.
The New Attitude in Collections Is Give, Not Take
April 22, 2016
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What your collection department can do to achieve success and stay “the good guys” in a tough economic and media environment.
Piedmont Advantage Re-Energizes Its Card Offerings
April 22, 2016
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A marketing campaign focused on new low rates and balance transfer opportunities resonates with consumers looking to switch their primary credit card relationship in the wake of the CARD Act.
Making Size an Advantage When Re-Branding
Cascade Community Credit Union turned its small size into an advantage when it began a re-branding initiative.
What Can Credit Unions Learn from Niche Lenders
One credit union's dedicated focus on a niche market is paying off in double digit loan and share growth.
Suncoast Schools FCU Reports Strong Growth in Second-Quarter.
One of the largest education credit unions in the country recorded exceptional results mid-year, setting the stage for a strong 2007.
VoIP (Voice over Internet Protocol): Is it time for you to upgrade?
Interest in VoIP or Internet Telephony has been higher than ever. This technology is gaining a lot of recognition in the credit union community and ...
An Effective Board Recruiting Process
Recruiting new board members is a often a constant priority for many credit unions. Pacific Service Credit Union’s advisory director program serves a “training program” ...
Case Study: Amplify’s Mobile Banking Solution
With a full year of experience with mobile banking, Amplify has a wealth of experience to share about how to combine the best of browser-based ...
Branch Incentive Programs Have Measurable Effect on Bottom Line
Tyndall FCU’s performance-based culture has resulted in a dramatic increase in sales productivity, teller transitions and a $1 million cost savings in less than two ...
Credit Unions Helping America’s Military Community
The Pentagon Federal Credit Union and its Foundation sponsored a special concert of American patriotic songs by the US ... The New Attitude in Collections Is Give, Not Take
What your collection department can do to achieve success and stay “the good guys” in a tough economic and media environment.
Piedmont Advantage Re-Energizes Its Card Offerings
A marketing campaign focused on new low rates and balance transfer opportunities resonates with consumers looking to switch their primary credit card relationship in the ...
Browse Topics
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.