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.
More Than A Name
June 22, 2015
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When TDECU sponsored the University of Houston’s new football stadium in 2014 it wanted more than a partnership.
Yellen Admits The Fed Is Clueless
June 18, 2015
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This data-dependent board of governors will do nothing until evidence slaps it in the face.
The Roles Less Traveled
June 11, 2015
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Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Retail Sales Numbers Are A Welcome Sight
June 11, 2015
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Minor consumer splurge in May drives first strong numbers in many months.
How Charlotte Metro’s Matrix Makes Big Data Byte-Sized
June 8, 2015
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This North Carolina credit union scores with targeted marketing driven by philosophy of dealing with the data it can handle.
How Efficiency Can Drive Sustainable Loan Growth
June 8, 2015
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Assessing your credit union’s loan approval processes can show where automation can boost operational efficiency and member satisfaction.
Bonds Still Present No Gift
June 4, 2015
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The German bond market led the way on Wednesday as the 10-year note closed the day at 0.85%.
Creating Technologies That Make Investment Advisors And Programs More Successful
June 1, 2015
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This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
The Credit Union Opportunity In Member Insurance
June 1, 2015
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Today, 40% fewer credit unions offer member insurance than in 2011. That’s an opportunity for credit unions to offer members a dependable product and peace of mind.
Can Cross-Selling Enhance Your Auto Lending Strategy?
June 1, 2015
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Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
More Than A Name
When TDECU sponsored the University of Houston’s new football stadium in 2014 it wanted more than a partnership.
The Roles Less Traveled
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
Retail Sales Numbers Are A Welcome Sight
Minor consumer splurge in May drives first strong numbers in many months.
How Charlotte Metro’s Matrix Makes Big Data Byte-Sized
This North Carolina credit union scores with targeted marketing driven by philosophy of dealing with the data it can handle.
How Efficiency Can Drive Sustainable Loan Growth
Assessing your credit union’s loan approval processes can show where automation can boost operational efficiency and member satisfaction.
Bonds Still Present No Gift
The German bond market led the way on Wednesday as the 10-year note closed the day at 0.85%.
Creating Technologies That Make Investment Advisors And Programs More Successful
This paperless technology can change the way advisors do business and the way credit unions and banks look at their investment programs.
The Credit Union Opportunity In Member Insurance
Today, 40% fewer credit unions offer member insurance than in 2011. That's an opportunity for credit unions to offer members a dependable product and peace ...
Can Cross-Selling Enhance Your Auto Lending Strategy?
Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
Browse Topics
5 Takeaways From Trendwatch
Andrew Lepczyk
As the Federal Reserve cuts interest rates, credit unions are adapting in tandem, balancing membership needs with asset quality. This balance will be one of many topics discussed during Callahan’s quarterly Trendwatch webinar.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
5 Takeaways From NLCUP 2026
Erin Coleman
On-site coverage at the National Association of Latino Credit Union Professionals’ 2026 conference explores how representation, emotional experience, and community trust are converging to shape the future of credit unions.
Markets React To Consequential Announcements
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Meet The Finalists For The 2026 Innovation Series: Data And Decision Intelligence
Callahan & Associates
This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.
A New Product Playbook Is Driving Change At Premier Credit Union
Savana Morie
In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
Callahan & Associates
This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
When Members Don’t Turn To FIs, They Turn To Friends And Family
Andrew Lepczyk
Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?
Meet The Finalists For The 2026 Innovation Series: Reimagining The Lending Experience
Callahan & Associates
This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.
A Small Match Builds Big Emergency Savings At Lake Trust
Aaron Passman
A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.
Yellen Admits The Fed Is Clueless