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.
What ‘Affordability’ Really Means In Today’s Housing Market
June 2, 2025
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From rent-to-income ratios to indexed pricing, credit unions can use housing data to better understand how costs affect financial wellbeing and lending risk at the ground level.
Futureproof Your Credit Union: Transform Your Membership
May 28, 2025
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Join JR Pierman as he demonstrates how ASAPP Financial Technology can create seamless, personalized experiences across all touchpoints through advanced omnichannel solutions.
Banking On Consumer Credit: A Smart Move In Today’s Uncertain Times
May 25, 2025
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Why institutions are turning to personal loans for yield and diversification.
‘Rocky Road’ Ahead? Credit Union CFOs Tweak The Balance Sheet Just In Case.
May 20, 2025
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With recession fears on the rise, industry leaders are hoping for the best but preparing for the worst.
Trendwatch 1Q25
May 16, 2025
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Join Callahan as we review 1Q25 trends in the credit union industry.
Americans Are Anxious. How Do Credit Unions Respond?
May 14, 2025
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Credit unions are leaning into their values and fine-tuning outreach strategies to meet the emotional and financial needs of worried members.
Amid Trade Uncertainty, Fed Remains Noncommittal
May 9, 2025
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Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch 1Q 2025
May 8, 2025
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With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower delinquency across the industry.
Meet Engaged Elena, An Ideal Member At Solarity Credit Union
May 5, 2025
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A data-rich segmentation strategy and member personas have transformed everything from product design to branch operations at the Washington cooperative.
Purpose, Priorities, And The Power Of Letting Go
April 28, 2025
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How exiting non-core business lines has helped UFCU sharpen its edge in consumer banking and build a future-ready organization.
What ‘Affordability’ Really Means In Today’s Housing Market
From rent-to-income ratios to indexed pricing, credit unions can use housing data to better understand how costs affect financial wellbeing and lending risk at the ...
Futureproof Your Credit Union: Transform Your Membership
Join JR Pierman as he demonstrates how ASAPP Financial Technology can create seamless, personalized experiences across all touchpoints through advanced omnichannel solutions.
Banking On Consumer Credit: A Smart Move In Today’s Uncertain Times
Why institutions are turning to personal loans for yield and diversification.
‘Rocky Road’ Ahead? Credit Union CFOs Tweak The Balance Sheet Just In Case.
With recession fears on the rise, industry leaders are hoping for the best but preparing for the worst.
Americans Are Anxious. How Do Credit Unions Respond?
Credit unions are leaning into their values and fine-tuning outreach strategies to meet the emotional and financial needs of worried members.
Amid Trade Uncertainty, Fed Remains Noncommittal
Look beyond the headlines to better understand what is driving current market trends and how they could impact your credit union’s investment portfolio.
5 Takeaways From Trendwatch 1Q 2025
With economic uncertainty on the horizon, credit union members are moving money into lower-term deposits and paying down debt, helping to boost margins and lower ...
Meet Engaged Elena, An Ideal Member At Solarity Credit Union
A data-rich segmentation strategy and member personas have transformed everything from product design to branch operations at the Washington cooperative.
Purpose, Priorities, And The Power Of Letting Go
How exiting non-core business lines has helped UFCU sharpen its edge in consumer banking and build a future-ready organization.
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
WSECU Invests In Innovation To Solve Pain Points
Marc Rapport
A dedicated CUSO holding company allows WSECU to move beyond building and back fintech partners it helps shape and scale.
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.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.
Members Demand Digital, But They Want Branches, Too
Savana Morie
Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
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.