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
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
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
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
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.
Technology partnerships offer a path to innovation and enhanced member service.
The Colorado credit union has debuted a digital brand targeting young consumers and plans to make it available to the entire industry.
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
The Michigan credit union has dropped punitive overdraft fees in favor of a checking account feature that helps members save money when their spending outstrips their budget.
Penetration growth is uneven across product lines, with share draft and auto loans blazing a trail in the past decade while other products remain stagnant.
Six data points showcase what’s happening in the larger economy that could direct credit union decision-making for the rest of the year.
Credit unions that want to remain relevant might need to rethink how they approach the “G” word.
Revenue per member has soared despite an industrywide slowdown in membership growth.
Discover what the future of finance holds at TruStage Discovery2024, the credit union industry’s largest virtual conference.
Credit unions are tapping versatile leaders from diverse backgrounds to take advantage of fresh insights and achieve strategic goals.
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.

Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.

MSUFCU takes a hands-on approach to fintech, piloting solutions through its in-house lab before scaling and backing them through a wholly owned CUSO.

Affinity Plus FCU has a clear member service mantra: digital for daily, human when it’s hard. Its CEO and CFO share what that looks like in practice.

The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.

New data from Gallup shows half of all employees who work for companies that pay for AI tools use them. Credit unions are building their own momentum.

For Mike and Dave Valentine, the family business just happens to be credit unions. The father-son duo talk leadership styles, cooperative values, and the lessons they’ve learned from each other along the way.

People who are truly financially thriving have both means and a sense of security that comes from confidence about the future. Building that kind of emotional engagement requires a deliberate design of everyday interactions.

Money movement is changing quickly, and stablecoins are a clear signal of the future of financial infrastructure.

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Revisiting 2024 Economic Themes At Midyear