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.
Mission Federal Credit Union’s Baby Boomer Mission
April 21, 2016
No Comments
By matching goals to components of the retirement cycle, Mission hopes to meet the needs of members as they reach their Golden Years.
Part 3 of 3P’s: Product-Free, Personal, Passion
April 21, 2016
No Comments
Forget product, place, price and promotion. This three-part series features credit union success stories that demonstrate the power of the new three P’s.
Growth by Giving Members What They Value
April 21, 2016
No Comments
While many credit unions are finding success in share certificate growth, others are pursuing innovative strategies to achieve results in regular share, money market and share draft accounts.
How will Jim Blaine Create Value in NC in 2007?
April 21, 2016
No Comments
Learn about Jim Blaine’s focus on members’ financial needs.
Watch and Learn How One CU is Putting the Control in the Hands of the Member
April 21, 2016
No Comments
Diana Dykstra, CEO of San Francisco Fire Credit Union ($423m, San Francisco, CA) describes their 2007 strategy for demonstrating the credit union difference – allowing members to set their own rates and create their own accounts.
CEO Interview: Acting Boldly In Good Times
April 21, 2016
No Comments
Backed by record-setting financials but with low member growth, Pete Sainato, CEO of Justice FCU, is instigating a program of significantly boosting return and value to members.
Catch ‘Em Young: Grow Membership and Drive Debit Usage
April 21, 2016
No Comments
How Oxford FCU is having success with its’ two-pronged strategy that is attracting younger members and driving up debit card usage.
Unity One’s Three-Pronged Approach to Serve the Hispanic Community
April 21, 2016
No Comments
The fastest growing segment of our country’s population represents an oportunidad importante for credit unions.
BECU Posts 19% Share Growth and Rising Membership in 3rd Quarter
April 21, 2016
No Comments
Defying the stall in industry growth rates, BECU is growing shares at five times the national average according to First Look data. What is driving their success?
Would You Like a Loan with that?
April 19, 2016
No Comments
Outbound calling allows a credit union to personalize the point of contact and can be successful at getting members to increase their relationship with the credit union.
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.