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.
The Considerate Cross-Sell And Other Tips
April 5, 2016
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How NorthCountry FCU maximizes its investment in employees, members, and community.
Leaders In 12-Month First Mortgage Origination Growth
April 4, 2016
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Which credit unions lead the industry in mortgage production growth? Find out in this Callahan & Associates leader table.
Stocks And Bonds And Perhaps Some Certainty Ahead
March 31, 2016
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Securities end quarter strong, while next quarter could determine rates for years to come.
Leaders In Average Member Relationship Growth
March 30, 2016
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Average member relationships increased 4.5% at credit unions nationwide and hit an all-time high, but what credit unions posted the highest dollar change?
Credit Union March Madness
March 29, 2016
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The NCAA tournament is down to the Final Four, and regional credit union performance data from Callahan & Associates has predicted the winner.
The Dynamics Of The Loan-To-Share Ratio
March 28, 2016
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Which states posted the highest change in loans to shares? What about in negative share growth? Find out in these Callahan leader tables.
Leaders In Other Operating Income Per Assets
March 25, 2016
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Which financial cooperatives are maximizing non-interest income without raising service fees for members? Find out in this Callahan leader table.
What’s The Message From The Fed?
March 24, 2016
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Fed officials have sounded sounded more upbeat on the economy than Yellen sounded last week.
State In The Spotlight: Alabama
March 21, 2016
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How do credit unions in Alabama stack up against the nation?
Credit Union Investment Portfolios Remain Steady
March 21, 2016
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Safe, liquid investments drive year-end “window dressing” as Feds act on long-awaited rate increase.
The Considerate Cross-Sell And Other Tips
How NorthCountry FCU maximizes its investment in employees, members, and community.
Leaders In 12-Month First Mortgage Origination Growth
Which credit unions lead the industry in mortgage production growth? Find out in this Callahan & Associates leader table.
Leaders In Average Member Relationship Growth
Average member relationships increased 4.5% at credit unions nationwide and hit an all-time high, but what credit unions posted the highest dollar change?
Credit Union March Madness
The NCAA tournament is down to the Final Four, and regional credit union performance data from Callahan & Associates has predicted the winner.
The Dynamics Of The Loan-To-Share Ratio
Which states posted the highest change in loans to shares? What about in negative share growth? Find out in these Callahan leader tables.
Leaders In Other Operating Income Per Assets
Which financial cooperatives are maximizing non-interest income without raising service fees for members? Find out in this Callahan leader table.
What’s The Message From The Fed?
Fed officials have sounded sounded more upbeat on the economy than Yellen sounded last week.
State In The Spotlight: Alabama
How do credit unions in Alabama stack up against the nation?
Credit Union Investment Portfolios Remain Steady
Safe, liquid investments drive year-end "window dressing" as Feds act on long-awaited rate increase.
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.
Stocks And Bonds And Perhaps Some Certainty Ahead