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.
Efficiency And Opportunity In The Southeastern Market
November 16, 2015
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A Q&A with Amy Perez, assistant vice president of retail lending at Grow Financial Credit Union.
When Is It Time To Update Your Brand?
November 16, 2015
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An outdated brand detracts from your bottom line. Here are four questions you should ask to determine whether your credit union needs a brand update.
Credit Union Lending Models
November 16, 2015
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Results from a Callahan & Associates online poll show which lending models lead to higher credit union performance.
Auto Lending Booms; Indirect Grows As A Channel Of Choice
November 13, 2015
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Indirect lending fuels double-digit growth in the auto portfolio.
Macy’s Blues
November 12, 2015
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Does bad news from the nation’s largest retail sales department store bring sad tidings for the holiday season?
Retain Loans And Increase Portfolio Yield With Online Loan Modification Services
November 9, 2015
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Making it easy to modify loans increases yield and revenue while building loyal relationships to last beyond the original note.
Should Credit Unions Fear The Fed?
November 5, 2015
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If and when the Federal Reserve finally raises the overnight funds rate, the bond market will already be way ahead.
Will Higher Rates Create The Next Housing Bust?
November 4, 2015
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Early warning signs suggest values in hot markets are getting stretched, and increased mortgage rates will send some areas into overvalued territory.
5 Things To Learn From 2Q 2015 Strategy & Performance
November 4, 2015
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What do mountains, frisbees, and barbecue competitions all have to do with credit unions?
Expanding Home Equity And Lending Opportunities
November 2, 2015
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Credit unions can and should identify HELOC candidates and win that business before interest rates rise.
Efficiency And Opportunity In The Southeastern Market
A Q&A with Amy Perez, assistant vice president of retail lending at Grow Financial Credit Union.
When Is It Time To Update Your Brand?
An outdated brand detracts from your bottom line. Here are four questions you should ask to determine whether your credit union needs a brand update.
Credit Union Lending Models
Results from a Callahan & Associates online poll show which lending models lead to higher credit union performance.
Auto Lending Booms; Indirect Grows As A Channel Of Choice
Indirect lending fuels double-digit growth in the auto portfolio.
Retain Loans And Increase Portfolio Yield With Online Loan Modification Services
Making it easy to modify loans increases yield and revenue while building loyal relationships to last beyond the original note.
Should Credit Unions Fear The Fed?
If and when the Federal Reserve finally raises the overnight funds rate, the bond market will already be way ahead.
Will Higher Rates Create The Next Housing Bust?
Early warning signs suggest values in hot markets are getting stretched, and increased mortgage rates will send some areas into overvalued territory.
5 Things To Learn From 2Q 2015 Strategy & Performance
What do mountains, frisbees, and barbecue competitions all have to do with credit unions?
Expanding Home Equity And Lending Opportunities
Credit unions can and should identify HELOC candidates and win that business before interest rates rise.
Browse Topics
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
Macy’s Blues