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.
3 Ways To Measure For Better Marketing
February 13, 2023
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Marketing leaders share one strategy they use to demonstrate the goals of the department and its value to the organization.
Loan Balances Reached Record-Breaking YOY Growth
February 6, 2023
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Outstanding loan balances grew 19.1% in the third quarter of 2022. That number has never been higher at U.S. credit unions. What else happened in the loan portfolio?
Making Predictions For The Big Game? Callahan Bowl XVII Can Help.
February 6, 2023
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A look at the lending performance of credit unions in Kansas City and Philadelphia offers a novel way to forecast the winner of this year’s big game.
Overdraft Fees Rose 18% In 2022. How Will This Impact Collections In 2023?
February 6, 2023
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Overdraft fees are an early warning sign of potential delinquency. Proactive communication is critical.
A Closer Look At 2022’s Loan Growth Surge
February 6, 2023
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Credit union lending boomed last year. What’s in store for this year?
Create Revenue Streams And Member Value With Property And Casualty Insurance
January 30, 2023
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Insurance can be a cost-effective way for credit unions to boost the bottom line while helping members protect themselves, their families, and their assets.
What’s Happening To Expenses And Revenue At U.S. Credit Unions?
January 23, 2023
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The gap between expenses and revenue is narrowing as revenue growth begins to catch up with operating expense growth.
The Calendar Turns On A Dreadful Year For Financial Markets
January 23, 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.
Are Credit Unions Heading Toward A Liquidity Crisis?
January 23, 2023
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Sluggish share growth, record loan demand, and mounting unrealized losses on investment securities are putting pressure on liquidity across the industry.
CDFI 2023- What Comes Next for CDFI Credit Unions
January 11, 2023
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This comprehensive webinar will cover critical information that CDFI credit unions will need to know in 2023
3 Ways To Measure For Better Marketing
Marketing leaders share one strategy they use to demonstrate the goals of the department and its value to the organization.
Loan Balances Reached Record-Breaking YOY Growth
Outstanding loan balances grew 19.1% in the third quarter of 2022. That number has never been higher at U.S. credit unions. What else happened in ...
Making Predictions For The Big Game? Callahan Bowl XVII Can Help.
A look at the lending performance of credit unions in Kansas City and Philadelphia offers a novel way to forecast the winner of this year’s ...
Overdraft Fees Rose 18% In 2022. How Will This Impact Collections In 2023?
Overdraft fees are an early warning sign of potential delinquency. Proactive communication is critical.
A Closer Look At 2022’s Loan Growth Surge
Credit union lending boomed last year. What’s in store for this year?
Create Revenue Streams And Member Value With Property And Casualty Insurance
Insurance can be a cost-effective way for credit unions to boost the bottom line while helping members protect themselves, their families, and their assets.
What’s Happening To Expenses And Revenue At U.S. Credit Unions?
The gap between expenses and revenue is narrowing as revenue growth begins to catch up with operating expense growth.
The Calendar Turns On A Dreadful Year For Financial Markets
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Are Credit Unions Heading Toward A Liquidity Crisis?
Sluggish share growth, record loan demand, and mounting unrealized losses on investment securities are putting pressure on liquidity across the industry.
CDFI 2023- What Comes Next for CDFI Credit Unions
This comprehensive webinar will cover critical information that CDFI credit unions will need to know in 2023
Browse Topics
The Merchant Services Advantage For Credit Unions
Callahan & Associates
Payment capabilities increasingly shape how business owners evaluate their primary financial institution
Coffee And A Smile? Not Good Enough.
Aaron Passman
Coffee and a smile still matter — they’re just not enough. That’s why credit unions are redefining member experience across digital, data, and the entire organization.
6 Takes On Today’s Member Experience: Andre Vygnansk
Marc Rapport
The CXO of OUR Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Don’t Wait For Data. FirstLook Analysis Is Available Today.
Callahan & Associates
Callahan & Associates provides an early look at quarterly performance results. Sneak a peek at the latest trends here.
6 Takes On Today’s Member Experience: Stacy Armijo
Marc Rapport
The CXO of Amplify Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
6 Takes On Today’s Member Experience: Inna Sprague
Marc Rapport
The CXO of Teachers FCU talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
Closing The “Confidence Gap:” Using Segmentation To Deepen Member Loyalty
Callahan & Associates
Credit unions can’t deepen loyalty with a one-size-fits-all experience. Life-stage segmentation helps institutions build relevance, confidence, and trust.
6 Takes On Today’s Member Experience: Kim Riley
Marc Rapport
The CXO of Wright-Patt Credit Union talks about what’s changed, what’s stayed the same, and what matters most as the industry evolves.
When Everyone Owns The Member Experience, No One Does
Marc Rapport
Shared ownership can quietly fracture a member journey. FORUM Credit Union leans on clear accountability to keep channels aligned.
6 Takes On Today’s Member Experience
Marc Rapport
Member experience leaders talk about what’s changed, what’s stayed the same, and what matters most as the industry evolves.