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.
Spring Cleaning For Credit Unions
April 11, 2016
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This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and closing inactive checking accounts.
7 Ways To Plant The Seeds Of Financial Success
April 11, 2016
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Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
April 8, 2016
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Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
April 8, 2016
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Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
April 7, 2016
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Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues range from the general, “How-am-I-doing?” to the specific, such as “Should-Iraise-my-NSF-fee?”
Maintain Healthy Cash Flow
April 7, 2016
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Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
Investment CUSOs Need The Right Attitude
April 7, 2016
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Veridian Group, a subsidiary of Veridian Credit Union, aggressively investigates viable products.
Improved Bottom Lines Boost Credit Union Capital
April 7, 2016
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Credit unions have turned out solid core business results in 2012.
Losing Your Core Sponsor: Creating a New Blueprint for the Future
April 7, 2016
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To help all credit unions that have faced losing a sponsor, 5 consultants respond to the challenge faced by Circle-W Credit Union in this theoretical case study.
Why So Negative?
April 7, 2016
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What the future might look like should the U.S. Fed adopt the policies of the central banks in Europe and Japan.
Spring Cleaning For Credit Unions
This week, CreditUnions.com gets in the spring cleaning spirit by featuring articles and graphics on how credit unions are simplifying operations, paring down documents, and ...
7 Ways To Plant The Seeds Of Financial Success
Spring is an excellent time to assess efficiency and clean up clutter to make way for new products and measures.
What You Need to Know: Credit Unions are Different From Banks
Recent regulatory actions make it critical to understand how credit unions — and the system in which they operate — are different from banks.
Loan From the Front
Member-facing staff at one Virginia credit union helps the institution reach its maximum lending potential.
The Power of Data
Quantitative facts covering almost every aspect of credit union activity are abundant—and becoming even more plentiful. Many users of data are seeking answers. The issues ...
Maintain Healthy Cash Flow
Georgetown University’s student-run credit union is cognizant of the duration of its investments and has developed strong cash positions.
Investment CUSOs Need The Right Attitude
Veridian Group, a subsidiary of Veridian Credit Union, aggressively investigates viable products.
Improved Bottom Lines Boost Credit Union Capital
Credit unions have turned out solid core business results in 2012.
Losing Your Core Sponsor: Creating a New Blueprint for the Future
To help all credit unions that have faced losing a sponsor, 5 consultants respond to the challenge faced by Circle-W Credit Union in this theoretical ...
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.
Why So Negative?