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.
Markets Pare Back Pivot Expectations
March 7, 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
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?
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 New Economic Environment Demands New Perspectives
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
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.
Browse Topics
The Callahan Guide To The 2026 Final Four
Tony Waltrich
What happens when credit union performance data meets March Madness? Callahan’s proprietary model breaks down state-level results to forecast who takes home the hardware.
A Rewards Program That Relies On Relationships, Not Usage
Savana Morie
Nuvision’s Added Advantage program tracks member engagement across the credit union, then rewards relationships through better pricing and other perks.
Innovations Financial Bets Big On Small Business Lending
Aaron Passman
CDFI grant funding helps the Florida cooperative offer microloans for small businesses after many banks pulled out of its market.
How Marine Credit Union Shifted Its Foundation From Siloed To Symbiotic
Savana Morie
By aligning governance, leadership, and day to day operations, Marine Credit Union transformed its foundation from a parallel operation into a visible extension of the credit union brand.
How Today’s Market Is Stress-Testing Credit Union And Bank Earnings Models
Andrew Lepczyk
Credit union and bank earnings reflect different business objectives. Those differences matter for how financial institutions serve their markets.
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.
Markets Pare Back Pivot Expectations