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.
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.
Above And Beyond
June 1, 2015
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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.
The Effect of New Merger Accounting Rules on Goodwill
May 31, 2015
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Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you through an example in this 13 minute CUtv Short.
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
May 31, 2015
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This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management team who might not be well grounded in accounting for business combinations under SFAS 141-R.
Understanding The Value Of Early Adopters
May 28, 2015
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Members who more readily accept new self-service options are a market segment worth cultivating.
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 ...
The Effect of New Merger Accounting Rules on Goodwill
Merger accounting rules that went into effect this year pose new challenges for credit unions considering a merger. Mike Sacher and John Murnane walk you ...
Merger Accounting-The Facts You Need Before Executing a Voluntary Merger (part 2)
This article is part 2 of the series addressing the most common questions regarding the Acquisition method and provides appropriate perspective to the senior management ...
Understanding The Value Of Early Adopters
Members who more readily accept new self-service options are a market segment worth cultivating.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
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.
Bonds Still Present No Gift