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.
GECU’s Blue Ocean Strategy
April 13, 2015
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Learn the four ways GECU differentiates itself.
Through their Actions, Members Tell AAFCU It’s Doing Something Right
April 13, 2015
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Beyond the rhetoric, AAFCU members demonstrate that shared branching is a service they need and use.
19.2% Loan Growth Drives Navy Federal’s Second Quarter Results
April 13, 2015
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Growth in loans, members, and employees yield an impressive “First Look” at the nation’s largest credit union’s second quarter data.
Building a Brand from the Inside Out
April 13, 2015
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A branding change that began with senior management has inspired employees and spurred phenomenal growth.
Balancing Member Needs & Financial Objectives for a Strong ROA: Fort Knox FCU’s Story
April 13, 2015
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Fort Knox FCU’s strategy to “work smarter, not harder” helps them maintain a strong ROA despite a declining national trend.
Case Study: Member-Friendly Focus Makes Website Redesign a Success
April 13, 2015
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For their website redesign, Call FCU centered on the user experience when deciding to add new resources and features that improved member satisfaction and increased usage.
Organizational Development: Overlooked but Essential to Our Future
April 13, 2015
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As credit unions like GTE FCU grow, says Bucky Sebastian, organizational development is increasingly essential because it is a credit union’s team and its culture that so often set it apart.
Callahan & Associates Presents Co-Opoly
April 13, 2015
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An industry-themed board game puts players in the driver’s seat of a brand-new credit union.
RBC2: Member-Owners Get Burned Both Ways
April 13, 2015
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Reserves are different from capital, and with RBC2, credit union members pay the price.
4 Trends In Marketing Spend
April 13, 2015
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Marketing expenses, measurable goals, and more in this Graphic Of The Week.
Through their Actions, Members Tell AAFCU It’s Doing Something Right
Beyond the rhetoric, AAFCU members demonstrate that shared branching is a service they need and use.
19.2% Loan Growth Drives Navy Federal’s Second Quarter Results
Growth in loans, members, and employees yield an impressive “First Look” at the nation’s largest credit union’s second quarter data.
Building a Brand from the Inside Out
A branding change that began with senior management has inspired employees and spurred phenomenal growth.
Balancing Member Needs & Financial Objectives for a Strong ROA: Fort Knox FCU’s Story
Fort Knox FCU’s strategy to “work smarter, not harder” helps them maintain a strong ROA despite a declining national trend.
Case Study: Member-Friendly Focus Makes Website Redesign a Success
For their website redesign, Call FCU centered on the user experience when deciding to add new resources and features that improved member satisfaction and increased ...
Organizational Development: Overlooked but Essential to Our Future
As credit unions like GTE FCU grow, says Bucky Sebastian, organizational development is increasingly essential because it is a credit union’s team and its culture ...
Callahan & Associates Presents Co-Opoly
An industry-themed board game puts players in the driver's seat of a brand-new credit union.
4 Trends In Marketing Spend
Marketing expenses, measurable goals, and more in this Graphic Of The Week.
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
RBC2: Member-Owners Get Burned Both Ways