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.
Delivering What Members Need Most During Economic Uncertainty
November 7, 2022
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Credit unions must offer ample opportunity for members to engage with the products and services offered, enabling, supporting, and sustaining a consistent pattern of satisfactory member experiences that build loyalty no matter where members interact.
The Last Crisis Vs. Today: A Credit Union Perspective
November 7, 2022
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A look back at the Great Recession and subsequent industry performance offers an understanding of risks and opportunities in the current economic climate.
It’s Time To Join The Robot Revolution
October 31, 2022
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AI, chat bots, autonomous programs, and more are improving member service and back-office efficiency.
Fed Shows No Sign Of Relenting As Inflation Persists
October 15, 2022
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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.
Dividends Have Slipped, But Is A Turnaround On The Horizon?
October 15, 2022
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In honor of International Credit Union Day, a look at how credit union dividends have shifted over time and why a rebound might be just around the corner.
Consumer Sentiment Slides Amid Recession Fears
October 10, 2022
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High inflation and low unemployment are clashing, resulting in economic pessimism that hasn’t been seen in more than a decade.
The Power Behind A ‘Strong’ Rebrand
October 10, 2022
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A charter change and FOM expansion prompted Kern Schools FCU to rebrand as Valley Strong, but it’s a new growth mindset that has turned the cooperative into a financial force.
Tackling Inflation And The Auto Industry, Part 1: Protecting Your Credit Union From Car Market Volatility
October 10, 2022
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Today’s larger loan balances and longer loan terms leave borrowers at risk of becoming upside down, which also increases risk for credit unions in their loan portfolios.
Trends In Automated Decisioning For Consumer Lending
October 1, 2022
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Callahan & Associates surveyed 333 credit unions to learn about automated decisioning practices in the consumer lending portfolio. Read about the results in this interactive article.
Hawkish Fed Delivers A Clear ‘Higher For Longer’ Message
September 19, 2022
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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.
Delivering What Members Need Most During Economic Uncertainty
Credit unions must offer ample opportunity for members to engage with the products and services offered, enabling, supporting, and sustaining a consistent pattern of satisfactory ...
The Last Crisis Vs. Today: A Credit Union Perspective
A look back at the Great Recession and subsequent industry performance offers an understanding of risks and opportunities in the current economic climate.
It’s Time To Join The Robot Revolution
AI, chat bots, autonomous programs, and more are improving member service and back-office efficiency.
Fed Shows No Sign Of Relenting As Inflation Persists
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Dividends Have Slipped, But Is A Turnaround On The Horizon?
In honor of International Credit Union Day, a look at how credit union dividends have shifted over time and why a rebound might be just ...
Consumer Sentiment Slides Amid Recession Fears
High inflation and low unemployment are clashing, resulting in economic pessimism that hasn’t been seen in more than a decade.
The Power Behind A ‘Strong’ Rebrand
A charter change and FOM expansion prompted Kern Schools FCU to rebrand as Valley Strong, but it’s a new growth mindset that has turned the ...
Tackling Inflation And The Auto Industry, Part 1: Protecting Your Credit Union From Car Market Volatility
Today’s larger loan balances and longer loan terms leave borrowers at risk of becoming upside down, which also increases risk for credit unions in their ...
Trends In Automated Decisioning For Consumer Lending
Callahan & Associates surveyed 333 credit unions to learn about automated decisioning practices in the consumer lending portfolio. Read about the results in this interactive ...
Hawkish Fed Delivers A Clear ‘Higher For Longer’ Message
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
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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.