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.
Uncertainty Remains After An Eventful Month For Financial Markets
December 11, 2024
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
AI Beyond The Bot: How To Introduce AI Across Your Agent And Member Experiences
December 4, 2024
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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
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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
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A Jack Henry study reveals the industry’s top priorities for the next two years.
Pick Your Provider: Why Bigger Is (Sometimes) Better
December 2, 2024
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Switching to a core provider that serves credit unions and beyond? Two leaders offer the advice they’d have given themselves if they had to do it all over again.
5 Takeaways From Trendwatch 3Q 2024
November 11, 2024
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Credit unions posted record revenue in the third quarter thanks to large gains in loan and investment income, yet asset quality worsened as the industry braced for interest rate cuts.
Economic Data Outpaced Expectations In October
November 6, 2024
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Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Member Experience Gets An Upgrade
November 3, 2024
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Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
November 3, 2024
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Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
November 3, 2024
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Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
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.
Pick Your Provider: Why Bigger Is (Sometimes) Better
Switching to a core provider that serves credit unions and beyond? Two leaders offer the advice they'd have given themselves if they had to do ...
5 Takeaways From Trendwatch 3Q 2024
Credit unions posted record revenue in the third quarter thanks to large gains in loan and investment income, yet asset quality worsened as the industry ...
Economic Data Outpaced Expectations In October
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Member Experience Gets An Upgrade
Six credit unions offer their insights on what’s new in MX and what’s on the horizon for 2025 and beyond.
Why Do Banking Deserts Exist? How Can Credit Unions Fix Them?
Understanding what constitutes a banking desert can help credit unions determine branching and outreach strategies for underserved communities.
From Toasters To Technology: Enhancing Your Member Experience
Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
Browse Topics
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 unique 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.
The Numbers Are Good. The Moment Is Hard.
William Hunt
Members are anxious about their financial futures, even as credit unions remain financially strong. Institutions that respond to this moment can make 2026 a turning point.
Wages Are Growing. Wallets Are Not.
Sherry Virden
Global events are flowing directly into household budgets, reshaping how credit union members save, borrow, and cope. Such trends don’t always show up in headline data.
Credit Unions Are Having A Margin Moment
Tony Waltrich
Credit unions are benefiting from a rare margin advantage as loans reprice slower than deposits. The question now is how institutions will use that strength to better serve members.
Where Have All The Members Gone?
Omar Shalabi
Membership growth is slowing, but financial activity is not. What does the modern financial relationship look like?
5 Takeaways From First Quarter Credit Union Performance Data
William Hunt
Inflation, war, and uncertain futures have reshaped members’ needs in 2026. What does credit union performance data from the first quarter of 2026 say about household budgets, inflation pressures, and more?
Uncertainty Remains After An Eventful Month For Financial Markets