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.
Serve Indirect Borrowers With Convenient Online Payment Solutions
March 7, 2016
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A solid indirect payment solution can lead to strong relationships with new borrowers and multiple potential income streams.
Hot Or Cold?
March 3, 2016
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Friday’s U.S. jobs report is taking on more importance than we have seen in some time.
How 2 Credit Unions Became Leaders In Member Growth
March 2, 2016
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A big Indiana credit union offers high rates to savers while a small Virginia credit union charges ahead with a community charter.
How To Make Investments Pay Dividends
March 2, 2016
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Advice from a credit union that holds nearly 30% of its total holdings in investments.
10 Leaders In Annual Revenue Per Full-Time Employee
February 29, 2016
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At which credit unions did employees post the highest gains in fourth quarter 2015? Find out in this leader table.
Dream Big
February 25, 2016
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Traders have avoided getting caught up in the Chinese stock market, but can they wean themselves away from oil enough to watch fundamentals again?
To Serve And Prosper
February 22, 2016
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Credit unions need to value service as much as profitability and be able to show it.
Year-End Data Shows Gains In Mortgage And Auto Lending
February 18, 2016
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The nations credit unions made strides in fourth quarter 2015, setting records in originations and market share.
2015 Credit Union Impact Report
February 15, 2016
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How much money did credit unions lend in 2015? How much loan interest did credit unions return to members? How many institutions offered financial education? All that and more in this year’s report.
Lessons From The Retail World
February 10, 2016
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Traditional retailers and credit unions are not necessarily on the same side of the digital divide when it comes to moving the model online.
Serve Indirect Borrowers With Convenient Online Payment Solutions
A solid indirect payment solution can lead to strong relationships with new borrowers and multiple potential income streams.
How 2 Credit Unions Became Leaders In Member Growth
A big Indiana credit union offers high rates to savers while a small Virginia credit union charges ahead with a community charter.
How To Make Investments Pay Dividends
Advice from a credit union that holds nearly 30% of its total holdings in investments.
10 Leaders In Annual Revenue Per Full-Time Employee
At which credit unions did employees post the highest gains in fourth quarter 2015? Find out in this leader table.
Dream Big
Traders have avoided getting caught up in the Chinese stock market, but can they wean themselves away from oil enough to watch fundamentals again?
To Serve And Prosper
Credit unions need to value service as much as profitability and be able to show it.
Year-End Data Shows Gains In Mortgage And Auto Lending
The nations credit unions made strides in fourth quarter 2015, setting records in originations and market share.
2015 Credit Union Impact Report
How much money did credit unions lend in 2015? How much loan interest did credit unions return to members? How many institutions offered financial education? ...
Lessons From The Retail World
Traditional retailers and credit unions are not necessarily on the same side of the digital divide when it comes to moving the model online.
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.
Hot Or Cold?