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.
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.
3 Investment Strategies For 3 Life Stages
June 1, 2015
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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
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Three credit unions, each with more than eight years of experience offering member insurance, provide insights into what has made their programs successful.
The Roles Less Traveled
Two credit unions explain why logic trumps tradition when it comes to their division of responsibilities.
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.
Browse Topics
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
What’s In A Name: Vice President Of History & Culture
Aaron Passman
How a unique role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
Retail Sales Numbers Are A Welcome Sight