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.
Instantaneous Shock Analysis Provides Misleading IRR Results For Credit Unions
June 22, 2015
No Comments
More plausible interest rate scenarios would better serve the industry in planning for rising rates.
More Than A Name
June 22, 2015
No Comments
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
No Comments
This data-dependent board of governors will do nothing until evidence slaps it in the face.
The Roles Less Traveled
June 11, 2015
No Comments
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
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.
Instantaneous Shock Analysis Provides Misleading IRR Results For Credit Unions
More plausible interest rate scenarios would better serve the industry in planning for rising rates.
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 ...
Browse Topics
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.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.
Markets Flip From Pricing Cuts To 50% Chance Of Hikes
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
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.
Yellen Admits The Fed Is Clueless