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.
Artificial Intelligence, Genuine Member Experience
March 4, 2024
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Use cases of AI in financial services are still limited, but UFCU is showing how new technology can alleviate pain points and reduce friction.
Risky Business: The Hidden Dangers Of Abandoning CPI
March 4, 2024
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It has been shown repeatedly that the number of uninsured borrowers increases and losses grow larger when institutions move from CPI to a blanket policy.
A New Economic Environment Demands New Perspectives
March 2, 2024
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Credit union leaders can lead their organizations through a period of uncertainty by looking at results through a different lens.
A Financial Shelter For Vulnerable Homeowners
February 26, 2024
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A collaboration between Freedom First FCU and a local nonprofit is helping consumers ensure they can afford to buy a home and stay there for the long haul.
Where Are CDFI Designations Most Prevalent?
February 26, 2024
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A look at how CDFI credit unions stack up in performance as well as geography.
22% Of Americans Have No Emergency Savings
February 19, 2024
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The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
February 15, 2024
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Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance highlights, and innovative strategies to navigate slow growth while uncovering new opportunities. What You’ll Learn from 4Q23 Trendwatch Credit Union Strengths & Opportunities: Data-driven insights for growth and success. Industry-Wide
A Big-Picture Approach To Financial Inclusion
February 12, 2024
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A billboard contest from Financial Plus Credit Union has been a boon for BIPOC businesses owners in Michigan.
5 Takeaways From Trendwatch 2023
February 9, 2024
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What might performance in 2023 mean for 2024?
The Economy Continues To Defy Pessimistic Market Narrative
February 8, 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.
Artificial Intelligence, Genuine Member Experience
Use cases of AI in financial services are still limited, but UFCU is showing how new technology can alleviate pain points and reduce friction.
Risky Business: The Hidden Dangers Of Abandoning CPI
It has been shown repeatedly that the number of uninsured borrowers increases and losses grow larger when institutions move from CPI to a blanket policy.
A Financial Shelter For Vulnerable Homeowners
A collaboration between Freedom First FCU and a local nonprofit is helping consumers ensure they can afford to buy a home and stay there for ...
Where Are CDFI Designations Most Prevalent?
A look at how CDFI credit unions stack up in performance as well as geography.
22% Of Americans Have No Emergency Savings
The average share balance per credit union member dropped more than $200 across 2023 as high inflation weakened savings.
Trendwatch 4Q23
Join us for an insightful discussion on the latest trends impacting credit unions in 2023. This webinar will explore key economic developments, credit union performance ...
A Big-Picture Approach To Financial Inclusion
A billboard contest from Financial Plus Credit Union has been a boon for BIPOC businesses owners in Michigan.
The Economy Continues To Defy Pessimistic Market Narrative
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Browse Topics
Takeaways From Day 1 Of GAC
Aaron Passman
From new attitudes to new ways of thinking about service delivery, here’s a look at the first day of the industry’s biggest event.
Credit Union Storytelling With A Mission Focus
Marc Rapport
Storytelling drives growth and loyalty at Navy Federal, where real member experiences become narratives that strengthen trust, reinforce value, and build lasting relationships.
How Lake Trust Turns Member Experiences Into Brand Strategy
Savana Morie
From where stories come from to how they’re produced and distributed, Lake Trust shares how authentic member narratives strengthen its brand and show what “positive impact” looks like in action.
How An Internal Storyteller Fuels Member Growth At Navy Federal
Marc Rapport
An expert in user experience turns complex problems and opportunities into narratives that guide leaders toward confident decisions and growth-focused investment.
At Ardent Credit Union, Deposits Are A ‘Slam Dunk’
Aaron Passman
The Philadelphia-area cooperative scores among rate-shopping members with a co-branded certificate that links savings returns to college basketball results.
The Strategic Case For Rethinking Credit Card Issuing
Callahan & Associates
The credit unions that will win the next decade of card growth are those that treat credit cards not as one time product launches but as dynamic ecosystems requiring continuous investment.
What Gen Z Is Really Looking For In A Credit Union
Callahan & Associates
Gen Z’s faith in traditional institutions gives credit unions a rich opportunity to serve as a key source of financial guidance.
What’s Job No. 2?
Aaron Passman
CreditUnions.com is all-in on growth and marketing this week, spotlighting real-world strategies that help cooperatives serve members for life, invest in people, expand their impact, and more.
Community Financial Institutions Need A New Playbook To Combat Scams
Callahan & Associates
Fraud is increasing and becoming more sophisticated – and it’s often not caught until it’s too late.
The Numbers That Matter Most To Credit Unions
Aaron Passman
A look at year-end performance trends reveals how earnings, affordability pressures, and asset quality are redefining the operating environment heading into 2026.
A New Economic Environment Demands New Perspectives