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.
8 Steps For Building A Purpose-Driven Growth Strategy
May 30, 2023
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A well-defined purpose drives member and employee engagement, which in turn drives sustainable growth.
Credit Unions Are Spending Money To Lend Money
May 30, 2023
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First quarter data shows the cost of funds increased 78 basis points annually as share certificate balance growth helped credit unions build liquidity.
1Q23 Trendwatch
May 18, 2023
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Watch the recording of Trendwatch to learn about credit union performance trends gathered from 1Q 2023 data.
5 Takeaways From Trendwatch 1Q 2023
May 15, 2023
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A preview of the economic and performance trends that shaped the credit union industry during the first quarter, and how that could impact the months to come.
Credit Union Liquidity Profile By State
May 15, 2023
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The failure of First Republic Bank in early May has consumers worried about liquidity in the financial system. Here’s where credit unions landed at year-end 2022.
Markets Are In A Holding Pattern. The Uncertainty Is Palpable.
May 15, 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.
Making The Most Of Member Experience
May 8, 2023
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After a year filled with economic uncertainty and recent high-profile bank failures, there’s more reason than ever for credit unions to double down on service.
Shifts In Asset Quality Could Shape The Year Ahead
May 8, 2023
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After a tumultuous 2022, many institutions are closely eying delinquencies and charge-offs in the hopes of warding off widespread problems.
Share Growth Slows In Lockstep With Personal Savings Rate
May 8, 2023
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Annual share growth has slowed for seven straight quarters, mirroring the decline in the personal savings rate.
CDFI 2023: Grants, Certification and Compliance-OH MY!
May 3, 2023
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Watch now to learn all the most up to date information regarding All Things CDFI
8 Steps For Building A Purpose-Driven Growth Strategy
A well-defined purpose drives member and employee engagement, which in turn drives sustainable growth.
Credit Unions Are Spending Money To Lend Money
First quarter data shows the cost of funds increased 78 basis points annually as share certificate balance growth helped credit unions build liquidity.
1Q23 Trendwatch
Watch the recording of Trendwatch to learn about credit union performance trends gathered from 1Q 2023 data.
5 Takeaways From Trendwatch 1Q 2023
A preview of the economic and performance trends that shaped the credit union industry during the first quarter, and how that could impact the months ...
Credit Union Liquidity Profile By State
The failure of First Republic Bank in early May has consumers worried about liquidity in the financial system. Here’s where credit unions landed at year-end ...
Markets Are In A Holding Pattern. The Uncertainty Is Palpable.
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Shifts In Asset Quality Could Shape The Year Ahead
After a tumultuous 2022, many institutions are closely eying delinquencies and charge-offs in the hopes of warding off widespread problems.
Share Growth Slows In Lockstep With Personal Savings Rate
Annual share growth has slowed for seven straight quarters, mirroring the decline in the personal savings rate.
CDFI 2023: Grants, Certification and Compliance-OH MY!
Watch now to learn all the most up to date information regarding All Things CDFI
Browse Topics
Cost Pressures Are Changing Member Behavior
Savana Morie
First quarter data shows how rising costs are pushing consumers toward flexibility and reshaping borrowing and saving habits.
Future Bets From Today’s Credit Unions
Marc Rapport
Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.
When Employees Own Culture, Service Follows
Savana Morie
Advancial FCU links internal service standards, employee feedback, and peer recognition to create a more consistent experience for both staff and members.
How MSUFCU Builds And Backs Fintech Solutions
Marc Rapport
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.
Members Demand Digital, But They Want Branches, Too
Savana Morie
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.
How A Holding Company Helps Service Credit Union Win At Fintech
Marc Rapport
The New Hampshire cooperative shares how its fintech arm, Service Ventures, evaluates investments, balances risk, and defines success.
AI Adoption Is Growing. Are Credit Unions Keeping Pace?
Andrew Lepczyk
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.
A Credit Union Bond Beyond Bloodlines
Aaron Passman
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.
Connection And Caring Matter As Much As Knowledge And Resources
Chris Howard
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.
Stablecoin Is Credit Unions’ Opportunity To Lead — Not Follow
Callahan & Associates
Money movement is changing quickly, and stablecoins are a clear signal of the future of financial infrastructure.
Making The Most Of Member Experience