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.
Asset Quality Is Worsening. Is There Light On The Horizon?
December 15, 2024
No Comments
Higher interest rates have forced members to pick and choose which debts to repay and which to postpone, which doesn’t fare well for revolving products.
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2024)
December 15, 2024
No Comments
The latest quarterly performance metrics from across the credit union industry, including loan growth, income and expenses, and more.
Uncertainty Remains After An Eventful Month For Financial Markets
December 11, 2024
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
CDFI Grants Help Members. They Help Credit Unions, Too.
December 9, 2024
No Comments
Leaders share how grant funding has supported members on the fringes of financial ruin while underpinning credit union growth.
How Well Do You Know CDFIs? Test Your Community Impact IQ.
December 9, 2024
No Comments
CDFIs offer loans, investments, and financial education to individuals and businesses that might not have access to traditional banking services. Learn more about these financial first responders.
CDFI Certification Powers Up Community Impact In Florida And Beyond
December 9, 2024
No Comments
As the nation’s largest community development credit union, Suncoast is a force for development, collaboration, and innovation.
The Benefits Of Advisory Boards Go Beyond Accountability
December 9, 2024
No Comments
From focus groups to influencer marketing, two credit unions share why advisory boards are a valuable tool for any credit union.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
December 4, 2024
No Comments
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across the customer experience landscape. While AI chatbots represent one key element of a modern member experience strategy, they’re just the beginning when it comes to creating a truly differentiated end-to-end
Pick Your Provider: Why Some Shops Choose Credit Union-Only Core Processors
December 2, 2024
No Comments
Industry leaders share their core conversion stories to credit union-only vendors, citing cost, efficiency, and support as key factors for the switch.
Forging A Bright Future: CEO Strategies To Drive Credit Union Success
December 2, 2024
No Comments
A Jack Henry study reveals the industry’s top priorities for the next two years.
Asset Quality Is Worsening. Is There Light On The Horizon?
Higher interest rates have forced members to pick and choose which debts to repay and which to postpone, which doesn't fare well for revolving products.
Quarterly Market Snapshot And Two-Year Financial Statement (3Q 2024)
The latest quarterly performance metrics from across the credit union industry, including loan growth, income and expenses, and more.
CDFI Grants Help Members. They Help Credit Unions, Too.
Leaders share how grant funding has supported members on the fringes of financial ruin while underpinning credit union growth.
How Well Do You Know CDFIs? Test Your Community Impact IQ.
CDFIs offer loans, investments, and financial education to individuals and businesses that might not have access to traditional banking services. Learn more about these financial ...
CDFI Certification Powers Up Community Impact In Florida And Beyond
As the nation’s largest community development credit union, Suncoast is a force for development, collaboration, and innovation.
The Benefits Of Advisory Boards Go Beyond Accountability
From focus groups to influencer marketing, two credit unions share why advisory boards are a valuable tool for any credit union.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
Since generative AI burst onto the scene in 2022, AI chatbots or virtual agents have dominated the headlines—becoming a top investment priority for businesses across ...
Pick Your Provider: Why Some Shops Choose Credit Union-Only Core Processors
Industry leaders share their core conversion stories to credit union-only vendors, citing cost, efficiency, and support as key factors for the switch.
Forging A Bright Future: CEO Strategies To Drive Credit Union Success
A Jack Henry study reveals the industry’s top priorities for the next two years.
Browse Topics
Markets React To Consequential Announcements
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Meet The Finalists For The 2026 Innovation Series: Data And Decision Intelligence
Callahan & Associates
This year’s finalists are reimagining how credit unions use data to boost service levels and improve efficiencies.
A New Product Playbook Is Driving Change At Premier Credit Union
Savana Morie
In order to adopt a more proactive strategy, the Iowa cooperative is using a dedicated product development team to promote visibility and follow-through from idea to launch.
Meet The Finalists For The 2026 Innovation Series: AI-Powered Member Experience
Callahan & Associates
This year’s finalists are reimagining how credit unions can use AI to combine cutting-edge technology with old-school member service.
When Members Don’t Turn To FIs, They Turn To Friends And Family
Andrew Lepczyk
Financial advice comes in many forms. How can credits union make sure they are the No. 1 choice for their members?
Meet The Finalists For The 2026 Innovation Series: Reimagining The Lending Experience
Callahan & Associates
This year’s finalists are uncovering new ways to harness the power of technology to improve and expand lending across the industry.
A Small Match Builds Big Emergency Savings At Lake Trust
Aaron Passman
A program to help staffers improve their savings skills generated more than $200,000 in deposits and helped change participants’ financial habits.
Credit Union Data Predicts Who Will Win Super Bowl 2026
Andrew Lepczyk
As Super Bowl LX nears, the Callahan Bowl prediction model says the Seahawks will see green en route to the Lombardi Trophy.
140 Million Reasons To Lend
Aaron Passman
Lending is evolving, and credit unions are adapting. This week, CreditUnions.com examines how shifting economic conditions are reshaping lending strategies.
Rethinking Auto Lending And The Choices Facing Credit Union Leaders
Callahan & Associates
Affordability pressures, extended loan terms, and shifting vehicle values are forcing institutions to look beyond familiar structures and reconsider how to balance risk and return.
Uncertainty Remains After An Eventful Month For Financial Markets