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.
Retail Sales Numbers Are A Welcome Sight
June 11, 2015
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
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
No Comments
Cross-selling is a key component in creating true value in your auto lending strategy and increasing member loyalty.
3 Investment Strategies For 3 Life Stages
June 1, 2015
No Comments
Generations Community explains a three-pronged plan to catch members early and help them invest for life.
3 Tips To Strengthen Member Insurance Services
June 1, 2015
No Comments
Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
Above And Beyond
June 1, 2015
No Comments
This week on CreditUnions.com, check out tips and best practices from credit unions that have expanded their suite of financial products to include investment and insurance services.
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.
3 Investment Strategies For 3 Life Stages
Generations Community explains a three-pronged plan to catch members early and help them invest for life.
3 Tips To Strengthen Member Insurance Services
Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
Above And Beyond
This week on CreditUnions.com, check out tips and best practices from credit unions that have expanded their suite of financial products to include investment and ...
Browse Topics
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.
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
140 Million Reasons To Lend
Aaron Passman
Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.
Rethinking Auto Lending And The Choices Facing Credit Union Leaders
Callahan & Associates
Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.
What Credit Unions Can Do NOW To Launch And Expand Student Lending Programs
Callahan & Associates
Credit unions are uniquely well-positioned to guide members through uncertainty and fill essential funding gaps.
What Would A 10% Credit Card Rate Cap Mean For Credit Unions And Members?
Andrew Lepczyk
A closer look at the trade-offs of mandated lower credit card rates reveals a delicate balance between portfolio health and member access.
Retail Sales Numbers Are A Welcome Sight