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.
More Branches, But Smaller And Smarter
September 23, 2024
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Cooperatives are expanding branch networks as banks of all sizes pull back from brick-and-mortar.
UFCU’s Mobile Branch Drives Financial Sense In Underserved Communities
September 23, 2024
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The Texas credit union is extending financial services and resources to geographical areas with limited or no banking presence.
Macroeconomic Indicators In 2Q24
September 11, 2024
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Six data points showcase what’s happening in the U.S. economy that could direct credit union decision-making for the rest of the year.
Better Rates And Service Mean Extra Costs For Credit Unions
September 10, 2024
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Credit unions leverage their member-first mission to better serve all members, even those of modest means, making cooperatives especially valuable in challenging economic times.
5 Graphs That Explain Today’s Investment Portfolio
September 10, 2024
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Credit unions are reigniting investment strategies amid rate shifts and slowing loan demand.
6 Reasons Credit Unions Are Selling Their Credit Card Portfolios
September 9, 2024
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Market pressures and compliance challenges are just two variables pushing cooperatives to hand off their card operations.
The Future Of Check Processing: A Transaction Level Approach
September 9, 2024
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A new approach to transaction processing lowers costs, reduces risks, and increases efficiency.
Unlocking The True Value Of Your CPI Program: What You Need To Know
September 9, 2024
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From payments to claims processing and beyond, understanding your collateral protection insurance needs is crucial to selecting the right partner.
Soft Landing Remains A Possibility, Even If Historically Elusive
September 9, 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.
A New Way to Measure Impact
September 1, 2024
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To better fulfil its mission, Blue FCU has adopted a different method of measuring success that more closely examines members’ financial health.
More Branches, But Smaller And Smarter
Cooperatives are expanding branch networks as banks of all sizes pull back from brick-and-mortar.
UFCU’s Mobile Branch Drives Financial Sense In Underserved Communities
The Texas credit union is extending financial services and resources to geographical areas with limited or no banking presence.
Macroeconomic Indicators In 2Q24
Six data points showcase what's happening in the U.S. economy that could direct credit union decision-making for the rest of the year.
Better Rates And Service Mean Extra Costs For Credit Unions
Credit unions leverage their member-first mission to better serve all members, even those of modest means, making cooperatives especially valuable in challenging economic times.
5 Graphs That Explain Today’s Investment Portfolio
Credit unions are reigniting investment strategies amid rate shifts and slowing loan demand.
The Future Of Check Processing: A Transaction Level Approach
A new approach to transaction processing lowers costs, reduces risks, and increases efficiency.
Unlocking The True Value Of Your CPI Program: What You Need To Know
From payments to claims processing and beyond, understanding your collateral protection insurance needs is crucial to selecting the right partner.
Soft Landing Remains A Possibility, Even If Historically Elusive
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
A New Way to Measure Impact
To better fulfil its mission, Blue FCU has adopted a different method of measuring success that more closely examines members’ financial health.
Browse Topics
The Case For Marketing That Doesn’t Lead With The Credit Union
Savana Morie
Whitefish Credit Union barely mentions itself in its member stories. Instead, its high-quality video storytelling spotlights people, businesses, and communities, building trust, advocacy, and impact that don’t always show up in traditional ROI metrics.
Exit Interview: Deb Vollmer
Aaron Passman
The retired Langley FCU executive looks back on a career shaped by industry change, evolving leadership responsibility, and a constant focus on serving members first.
How Affinity FCU Became A Financial First Responder
Callahan & Associates
The New Jersey-New York metro credit union shares how a wellbeing-led strategy ensures members know where to turn first when life gets difficult.
Running With Scissors: The Bold Side Of Personalization
Callahan & Associates
To become skilled at personalization, credit unions must stop making assumptions about what resonates with members and start leveraging data to be sure.
A Short Guide To Compliance With The New Succession Planning Rule
Jennie Boden
Check all the right boxes while tying your credit union compliance efforts to strategy.
Industry Intelligence For Credit Union Leaders
Callahan & Associates
Looking for quarterly data coverage, expert analysis, lessons from leading credit unions, and more? Callahan has it covered. Comparing top-level performance and digging into the details has never been easier.
10 Credit Unions That Top The Charts In Member Value
William Hunt
Callahan & Associates spotlights credit unions that return more value to members.
Engagement Is Not A Perk. It Is A Strategy.
A. Jerome Fowlkes
Langley FCU asked what it would take to be a truly exceptional workplace, and it shares four ways to get there.
The Opportunity For Credit Unions In NCUA’s New Succession Planning Rule
Jennie Boden
Make your succession plan strategic and give it ‘teeth’ to reap the benefits of stronger governance and more effective C-suite leadership.
How A Child Savings Account Program Is Shaping Futures In Harbor Beach
Savana Morie
A public-private partnership in Michigan aims to influence opportunities after high school via a child savings account that provides yearly deposits and every reason to imagine what comes after graduation.
6 Reasons Credit Unions Are Selling Their Credit Card Portfolios