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.
Extending the Reach
April 14, 2016
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Looking for new opportunities, we formed a CUSO holding company and within it a marketing company. This marketing company serves credit unions, even banks, has been profitable since inception and has extended our reach to persons otherwise not served.
Marketing the Reverse Mortgage— A Retirement Option
April 14, 2016
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Many seniors are concerned about funding their retirement, especially with rising medical and living expenses. A reverse mortgage product allows credit unions help older members address their financial needs.
Net Concepts CUs Should be Going For
April 14, 2016
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As the ability to expand and advance member offerings online continues forward, credit unions are looking for enhanced ways to empower their members with technology to better understand their needs and position the credit union more favorably as the trusted primary financial institution (PFI). Popular solutions are emerging that
CECL Challenges And Opportunities
April 14, 2016
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The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
April 13, 2016
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Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
NCUA Summarily Executes 6 Credit Unions Without Due Process
April 13, 2016
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The regulator’s drastic move is a troubling illustration of how the agency created to foster the movements safety and soundness is becoming a threat to its future.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
April 12, 2016
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Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and member service needs. Find out why one credit union has instead turned to a new and more flexible solution for its investment and insurance program.
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.
Extending the Reach
Looking for new opportunities, we formed a CUSO holding company and within it a marketing company. This marketing company serves credit unions, even banks, has ...
Marketing the Reverse Mortgage— A Retirement Option
Many seniors are concerned about funding their retirement, especially with rising medical and living expenses. A reverse mortgage product allows credit unions help older members ...
Net Concepts CUs Should be Going For
As the ability to expand and advance member offerings online continues forward, credit unions are looking for enhanced ways to empower their members with technology ...
CECL Challenges And Opportunities
The new accounting standard from FASB presents challenges and opportunities to credit unions and CUSOs.
The Year Of Living Dangerously
Introducing monthly dues was a risky move for Arizona Federal. Yet one year later, the credit union has a more engaged membership as a result.
Financial Services Management Group: Developing Alternative Choices for Investment and Insurance
Investment and insurance services, two key non-traditional products emerging in credit unions today, can help credit unions achieve a variety of new revenue goals and ...
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.
Browse Topics
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.
Stable Economy. Strained Households.
Andrew Lepczyk
Wages briefly caught up with inflation, but rising costs have pushed them back into negative territory. Here’s what that shift means for member finances and credit union performance.
NCUA Summarily Executes 6 Credit Unions Without Due Process