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.
What’s In A Name: Senior Member Insights Manager
July 12, 2021
No Comments
Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
12 Ratios Every Marketing Manager Should Know (Part 4)
June 30, 2021
No Comments
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
12 Ratios Every Marketing Manager Should Know (Part 2)
June 30, 2021
No Comments
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
15 Ratios Every Board Member Should Know (Part 1)
June 30, 2021
No Comments
12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and micro performance.
How Will Lessons From The Pandemic Shape The Future Of Credit Unions
June 24, 2021
No Comments
As economies reopen and life regains a sense of normalcy, the industry must consider how business might evolve in the years ahead.
Investment Trends & Insights For A Changing Economic Landscape
June 22, 2021
No Comments
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a discussion about the latest economic and market insights along with investment trends based on 1Q 2021 Performance Data for all U.S. Credit Unions.
The Inflation Debate Continues
June 14, 2021
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Union Investment Balances Surpass $700 Billion
May 31, 2021
No Comments
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Economic Optimism Runs High
May 17, 2021
No Comments
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From The First Quarter Of 2021
May 17, 2021
No Comments
The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
What’s In A Name: Senior Member Insights Manager
Alliant’s Maura Ronayne uses business intelligence to help the credit union make intelligent business decisions from the member experience perspective.
12 Ratios Every Marketing Manager Should Know (Part 4)
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
12 Ratios Every Marketing Manager Should Know (Part 2)
Key metrics to evaluate credit union marketing spend and bridge the gap between macro trends and micro performance.
15 Ratios Every Board Member Should Know (Part 1)
12-month loan growth, provision for loan losses, loan portfolio profile: Three metrics to evaluate your credit union and bridge the gap between macro trends and ...
Investment Trends & Insights For A Changing Economic Landscape
Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, hold a ...
The Inflation Debate Continues
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
Credit Union Investment Balances Surpass $700 Billion
COVID-19 relief payments underpin a continued surge in deposits, challenging loan and investment portfolios to keep pace.
Economic Optimism Runs High
Look beyond the headlines to discover the driving forces behind market trends and consider how they impact a credit union’s investment portfolio.
3 Takeaways From The First Quarter Of 2021
The lasting effects of the COVID-19 pandemic — and the national economic response to it — linger on credit union financial statements.
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.
How Will Lessons From The Pandemic Shape The Future Of Credit Unions