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.
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.
Pick Your Provider: Why Bigger Is (Sometimes) Better
December 2, 2024
No Comments
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
No Comments
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
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.
Member Experience Gets An Upgrade
November 3, 2024
No Comments
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
No Comments
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
No Comments
Service, innovation, and data don’t just enhance the member experience — they ensure relevancy and success in the future.
The State Of The American Consumer
October 28, 2024
No Comments
How the country’s economic gains on paper fail to capture the financial strain millions of Americans face in their checkbook.
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 ...
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.
The State Of The American Consumer
How the country’s economic gains on paper fail to capture the financial strain millions of Americans face in their checkbook.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
Economic Data Outpaced Expectations In October