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.
How to Harness AI to Drive Efficiency and Member Satisfaction
March 7, 2025
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In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
March 4, 2025
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The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future of the NCUA, and more.
Meet The Finalists For The 2025 Innovation Series: Analytics
March 4, 2025
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This year’s finalists help credit unions do more with data to grow their business and increase efficiency.
Uncertainty Grows For Credit Unions Tied To Government Employees
March 3, 2025
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A substantial portion of the industry is built around serving federal government employees. With federal jobs potentially in jeopardy, credit unions are preparing diverse responses.
A Peek Behind The Analytics Engine At Lake Trust Credit Union
March 3, 2025
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The Michigan cooperative is turning data-driven decision-making into the standard operating procedure.
3 Questions About Analytics Posed To The Pros Who Practice It
March 3, 2025
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Experts from across the industry discuss their biggest analytics wins, lessons learned, and strategies for smarter data use.
Innovation Series: Financial Wellness
February 25, 2025
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Learn from 2025’s top innovators in financial wellness, including Changed, Starlight, Silvur and Debbie.
Boosting Revenue And Building Trust With Auto Insurance
February 23, 2025
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With premiums rising and some consumers letting coverage lapse, auto insurance is increasingly both a value add and a vital member service.
It’s More Expensive Than Ever For Members To Insure A Car
February 23, 2025
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Recent data shows the cost of auto insurance has dramatically outpaced car prices in the last two decades.
Trendwatch 4Q24
February 20, 2025
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Credit unions are adjusting to changing member needs, competitive pressures, and economic fluctuations.
How to Harness AI to Drive Efficiency and Member Satisfaction
In this webinar, you’ll learn how to use these tools to eliminate inefficiencies and accelerate key processes, while strengthening member relationships.
Chaos, Taxation, And More: Takeaways From Day 1 Of GAC 2025
The first full day of the Governmental Affairs Conference included a frank assessment of threats to the credit union tax status, news about the future ...
Meet The Finalists For The 2025 Innovation Series: Analytics
This year's finalists help credit unions do more with data to grow their business and increase efficiency.
Uncertainty Grows For Credit Unions Tied To Government Employees
A substantial portion of the industry is built around serving federal government employees. With federal jobs potentially in jeopardy, credit unions are preparing diverse responses.
A Peek Behind The Analytics Engine At Lake Trust Credit Union
The Michigan cooperative is turning data-driven decision-making into the standard operating procedure.
3 Questions About Analytics Posed To The Pros Who Practice It
Experts from across the industry discuss their biggest analytics wins, lessons learned, and strategies for smarter data use.
Innovation Series: Financial Wellness
Learn from 2025's top innovators in financial wellness, including Changed, Starlight, Silvur and Debbie.
Boosting Revenue And Building Trust With Auto Insurance
With premiums rising and some consumers letting coverage lapse, auto insurance is increasingly both a value add and a vital member service.
It’s More Expensive Than Ever For Members To Insure A Car
Recent data shows the cost of auto insurance has dramatically outpaced car prices in the last two decades.
Trendwatch 4Q24
Credit unions are adjusting to changing member needs, competitive pressures, and economic fluctuations.
Browse Topics
Keep The Mortgage. Ditch The Fees.
Savana Morie
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Home Is Where The Heart (And More) Is
Aaron Passman
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
3 Ways To Market For HELOC Success
Aaron Passman
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Small House, Big Opportunity: 2 Takes On Manufactured Home Loans
Aaron Passman
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
Mortgage Lending Is Back, But It Looks Different
Tony Waltrich
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
MSUFCU Turns A Break In Payments Into A Member Experience Moment
Aaron Passman
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
Insights From The Outside: Don Rositano
Marc Rapport
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
What’s In A Name: Vice President Of History And Culture
Aaron Passman
How a novel role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Growth Is A Mindset, But Success Is In The Contract
Callahan & Associates
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.
Fraud Is Faster, Smarter, And Harder To Stop. Here’s How To.
Callahan & Associates
RKL offers insight, expertise, and experience to help fight off growing threats.