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.
There’s A Smell Of Inflation In The Air
September 3, 2015
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The bond market’s problem isn’t just selling by China.
Reach For The Cutting Edge Without Falling Over
August 28, 2015
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A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the bank.
4 Facts About The Income Statement At Midyear 2015
August 28, 2015
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Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
August 28, 2015
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Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
August 27, 2015
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Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support efforts at home.
Credit Union Branches Are On The Rise
August 26, 2015
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The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
5 Facts About Credit Union Lending In Second Quarter 2015
August 26, 2015
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Lending activity at America’s credit unions suggests members are making cooperatives their financial institution of choice.
Operating Efficiency Improves At U.S. Credit Unions In The Second Quarter
August 26, 2015
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Credit unions of all asset sizes are spending less to earn a dollar.
Star One Credit Union Posts 5.64% Growth In Member Relationships
August 25, 2015
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The California cooperative reaches all-time high in average member relationship.
State Farm FCU Is Among Top 10 Most Efficient $1 Billion Credit Unions
August 25, 2015
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A distinct branching model contributes to lean operations at the $3.9 billion institution.
Reach For The Cutting Edge Without Falling Over
A Texas credit union looks to vendor management, conversion-related momentum, and a healthy dose of skepticism to build an expansive technology base without breaking the ...
4 Facts About The Income Statement At Midyear 2015
Credit unions reported 7.1% year-over-year growth in income, and that’s just the beginning.
4 Facts About Shares In Second Quarter 2015
Share growth at credit unions has reached a significant milestone.
Stocks, Bonds, And China
Although Donald Trump might tell you China is trying to destroy America, the simple fact is the Chinese need to raise money to fund support ...
Credit Union Branches Are On The Rise
The number of credit union branches has risen since midyear 2014, but deposit market share is holding steady.
5 Facts About Credit Union Lending In Second Quarter 2015
Lending activity at America’s credit unions suggests members are making cooperatives their financial institution of choice.
Operating Efficiency Improves At U.S. Credit Unions In The Second Quarter
Credit unions of all asset sizes are spending less to earn a dollar.
Star One Credit Union Posts 5.64% Growth In Member Relationships
The California cooperative reaches all-time high in average member relationship.
State Farm FCU Is Among Top 10 Most Efficient $1 Billion Credit Unions
A distinct branching model contributes to lean operations at the $3.9 billion institution.
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.
There’s A Smell Of Inflation In The Air