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.
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.
Five Ways to Encourage Powerful Volunteerism
April 22, 2016
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Volunteers help credit unions understand more clearly the needs and wants of the community. An active Board of Directors aids in membership and business growth.
Revving Up Relationships: Arlington Community Puts Gen Y in the Driver’s Seat
April 22, 2016
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Arlington Community Federal Credit Union (ACFCU), a $188 million credit union with 36 percent of its portfolio in auto loans, created an innovative program to educate Gen Y about the car buying process.
The Metamorphosis of a Credit Union – From SEG Legacy Branches to Online-Only Members
April 21, 2016
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After reconfiguring their branch network and average branch size, Keypoint Credit Union, has seen significant increases in member relationships and a strong member migration to the online channel for transactions.
Leadership Perspective: Growing While Cutting Expenses
April 21, 2016
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MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas.
Credit Union Strategy & Performance Interview: More Attention to the Capital Position
April 21, 2016
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The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
Results and Timeline of BECU’s Member Advantage & Early Saver Programs
April 21, 2016
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While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
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 ...
Five Ways to Encourage Powerful Volunteerism
Volunteers help credit unions understand more clearly the needs and wants of the community. An active Board of Directors aids in membership and business growth.
Revving Up Relationships: Arlington Community Puts Gen Y in the Driver’s Seat
Arlington Community Federal Credit Union (ACFCU), a $188 million credit union with 36 percent of its portfolio in auto loans, created an innovative program to ...
The Metamorphosis of a Credit Union – From SEG Legacy Branches to Online-Only Members
After reconfiguring their branch network and average branch size, Keypoint Credit Union, has seen significant increases in member relationships and a strong member migration to ...
Leadership Perspective: Growing While Cutting Expenses
MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas.
Credit Union Strategy & Performance Interview: More Attention to the Capital Position
The fundamentals remain good, but Meritrust CU is keeping a sharper eye on the financials.
Results and Timeline of BECU’s Member Advantage & Early Saver Programs
While these programs have received a lot of attention in the media, BECU offered new insight into its marketing strategy and its next steps.
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.