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.
A Very Challenging Year Ends With Encouraging News
December 7, 2020
No Comments
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
3Q 2020 Trendwatch
November 10, 2020
No Comments
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Election Week Arrives, Economists Contemplate Various Scenarios
November 5, 2020
No Comments
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
3 Lending Trends To Inform Strategy In 2021
November 2, 2020
No Comments
Loan performance in 2020 might shed light on the future of credit union lending.
A Dive Into Interchange Income
October 26, 2020
No Comments
A study of performance data from nearly 150 credit unions sheds light on what is happening beneath the broad categories represented on the 5300 Call Report.
New Branch Strategies For A New 2020
October 19, 2020
No Comments
Credit unions have made deposit and market share gains during the year; now, many must re-evaluate their branch channels as they work to better align products and services with the changing needs of members.
Despite Uncertain Outlook, Economic Data Exceed Expectations
October 6, 2020
No Comments
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio.
Market Snapshot: 2Q20
September 30, 2020
No Comments
Investments spike, financial markets rebound, and more. Get a glimpse of what happened across the United States in the second quarter.
State In The Spotlight: Ohio
September 30, 2020
No Comments
How did Buckeye State credit unions perform in second quarter?
The State Of Credit Union Investments In 2Q 2020
September 8, 2020
No Comments
Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
3Q 2020 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Election Week Arrives, Economists Contemplate Various Scenarios
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact ...
3 Lending Trends To Inform Strategy In 2021
Loan performance in 2020 might shed light on the future of credit union lending.
A Dive Into Interchange Income
A study of performance data from nearly 150 credit unions sheds light on what is happening beneath the broad categories represented on the 5300 Call ...
New Branch Strategies For A New 2020
Credit unions have made deposit and market share gains during the year; now, many must re-evaluate their branch channels as they work to better align ...
Despite Uncertain Outlook, Economic Data Exceed Expectations
This insightful monthly market commentary will help you look beyond the headlines to better understand what is driving the current market trends that could impact ...
Market Snapshot: 2Q20
Investments spike, financial markets rebound, and more. Get a glimpse of what happened across the United States in the second quarter.
State In The Spotlight: Ohio
How did Buckeye State credit unions perform in second quarter?
The State Of Credit Union Investments In 2Q 2020
Investment balances were up 19.2% from the first quarter as consumer uncertainty powers growth in core deposits.
Browse Topics
Innovation Only Goes So Far Without Internal Alignment
Marc Rapport
Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.
Future Bets For Fintech
Rebecca Wessler
Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.
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.
Competing For Gen Z, SMBs, And The Future Of Money
Callahan & Associates
Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.
The Financial Readiness Gap: Credit Unions Evaluate It Every Day. But Who Builds It?
Callahan & Associates
The credit unions that win the next generation will be the ones that showed up early, when young members were forming habits and deciding whom to trust.
Defending Your Credit Union Against Fraud Means Fighting Fire With Smarter Fire
Callahan & Associates
The challenge is no longer whether to adopt AI, but how to adopt it responsibly with the right governance, the right partners, and the right balance between technology and human oversight.
Digital Assets Are Coming For Payments. Are Credit Unions Ready?
Andrew Lepczyk
McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.
The Long Game For Fintech At FORUM Credit Union
Marc Rapport
The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.
Mission Fed Weighs Fintech Returns Against Real-World Fit
Marc Rapport
The San Diego cooperative leans on its CUSO and the CURQL network to make fintech investments, but member needs still guide which solutions ultimately make it into the credit union’s operations.
AI Boot Camp Is More Than Basic Training At Clearview FCU
Aaron Passman
Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
A Very Challenging Year Ends With Encouraging News