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.
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.
Fed Statement Reveals An Alternate Universe
October 29, 2015
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Stock traders like easy money, but they don’t like seeing the Federal Reserve basing decisions on shaky global markets.
A Mandate For Discovery
October 28, 2015
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Credit unions are exceeding goals and breaking records quarter after quarter. In such an ideal environment, why are some still looking for the next challenge?
State In The Spotlight: Kansas
October 19, 2015
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How do credit unions in Kansas stack up against the nation?
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.
Fed Statement Reveals An Alternate Universe
Stock traders like easy money, but they don’t like seeing the Federal Reserve basing decisions on shaky global markets.
A Mandate For Discovery
Credit unions are exceeding goals and breaking records quarter after quarter. In such an ideal environment, why are some still looking for the next challenge?
Browse Topics
Fintech Grounded In Mission As Much As Market Opportunity
Marc Rapport
Suncoast Credit Union balances near-term needs with longer-term bets, applying discipline to timing, valuation, and fit to decide when to invest and when to walk away.
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.
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.
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.
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.
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.
Macy’s Blues