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.
Arrowhead Flies Straight in 2010
April 1, 2015
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California’s Arrowhead Credit Union shows a tenacious turnaround, making tough decisions, and running lean and mean in the recovering marketplace.
The Real Problem at Arrowhead Credit Union is Working With Common Purpose, Not Lack of Capital
April 1, 2015
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In late July, Inland Empire community leaders sent NCUA a letter about Arrowhead’s conservatorship. On August 10, NCUA responded but failed to address the writers’ chief concern — when will they get their credit union back?
Back In Brick
March 30, 2015
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CommunityAmerica uses diverse branch types and an emphasis on relationships to ensure brick and mortar is worth building.
Stop Passing The Bucks And Start Counting Them Instead
March 26, 2015
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How Langley FCU encourages communication and collaboration between departments to create shared, trackable definitions of success.
Grasping For Answers
March 26, 2015
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Reversals and consistency in stocks and bonds.
Are We There Yet …….with Switch Kits?
March 24, 2015
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The U.S. financial services industry is standing at an IT crossroads-one that will greatly impact its ability to grow its business, satisfy customers, manage risk and cope with an increasingly challenging regulatory landscape.
Land Of 10,000 Opportunities
March 23, 2015
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Minnesota’s SPIRE FCU ran a tight operation to survive the recession. And when the economy turned around, the credit union had a plan in place to take its financials, its members, and its community to new heights.
The No-Regrets Expansion Plan
March 19, 2015
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Three tips from Lake State on how to enter a new market.
Go East, Wright-Patt
March 19, 2015
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A hub-and-spoke strategy and outbound calling are just two pieces of the strategic puzzle that Wright-Patt Credit Union pieced together for its move into a major new market.
The Myopic Fed
March 19, 2015
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March’s statement and forecast proves the central bank is as vulnerable to short-term factors as any short-term trader.
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.