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.
ChatGPT Has Everyone Talking. Here’s What Some Are Saying.
September 18, 2023
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Senior leaders across multiple credit unions talk about how their organizations are tackling the explosive new iteration of artificial intelligence.
Compensation Catches Up With The Cost Of Living
September 18, 2023
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Inflation is cooling, and American wages have finally caught up, bringing much-needed relief to American budgets.
Economic Waves In Motion: Understanding Rising Lender Risk
September 18, 2023
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Like water, the economy does not calm down immediately after a major disruption, and lenders must decide for themselves the best way to ride out the waves.
Credit Card Spending Rebounds. Penetration Holds Steady.
September 11, 2023
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Credit union members are more willing to pull out their plastic post-pandemic, but the industry can still gain ground with wallet share.
Summer Closes With Economic Optimism
September 8, 2023
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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.
Outsourcing Your ATM Management Can Save You Time And Money
August 29, 2023
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ATMs cost hundreds of staff hours and thousands of dollars every year to operate.
Ready Or Not, The Age Of AI Is Here
August 28, 2023
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Patelco Credit Union’s chief technology officer looks beyond banking to envisage a future with artificial intelligence.
The Efficiency Ratio Takes A Surprising Turn
August 21, 2023
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Inflation has eased during the past year, but the efficiency ratio is heating up.
Trendwatch 2Q 2023
August 17, 2023
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Watch Trendwatch 2Q23 to learn about credit union performance trends gathered from 2Q 2023 data.
6 Practices Your Credit Union Can Use To Help Manage Liquidity
August 14, 2023
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The ability to effectively manage liquidity can have significant implications on profitability, stability, and reputation.
ChatGPT Has Everyone Talking. Here’s What Some Are Saying.
Senior leaders across multiple credit unions talk about how their organizations are tackling the explosive new iteration of artificial intelligence.
Compensation Catches Up With The Cost Of Living
Inflation is cooling, and American wages have finally caught up, bringing much-needed relief to American budgets.
Economic Waves In Motion: Understanding Rising Lender Risk
Like water, the economy does not calm down immediately after a major disruption, and lenders must decide for themselves the best way to ride out ...
Credit Card Spending Rebounds. Penetration Holds Steady.
Credit union members are more willing to pull out their plastic post-pandemic, but the industry can still gain ground with wallet share.
Outsourcing Your ATM Management Can Save You Time And Money
ATMs cost hundreds of staff hours and thousands of dollars every year to operate.
Ready Or Not, The Age Of AI Is Here
Patelco Credit Union’s chief technology officer looks beyond banking to envisage a future with artificial intelligence.
The Efficiency Ratio Takes A Surprising Turn
Inflation has eased during the past year, but the efficiency ratio is heating up.
Trendwatch 2Q 2023
Watch Trendwatch 2Q23 to learn about credit union performance trends gathered from 2Q 2023 data.
6 Practices Your Credit Union Can Use To Help Manage Liquidity
The ability to effectively manage liquidity can have significant implications on profitability, stability, and reputation.
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.
Summer Closes With Economic Optimism