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.
Retail Delivery Grew In 2019 And Must Adapt In 2020
April 27, 2020
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Through 2019, traditional retail delivery continued to develop as credit unions increased branch and employee counts. In 2020, as the novel coronavirus begins to impact operational strategies, credit unions may shift focus to remote support networks in an effort to offer sustained member value.
Macro Overiew And Industry Trends (4Q19)
April 15, 2020
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Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at fourth quarter?
Tips For Managing (And Securing) Work From Home
April 13, 2020
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Credit unions are optimizing work environments, integrating key systems, ensuring business continuity and cybersecurity, and adapting culture to new ways of working.
Severe Shocks Drive Fed To ‘Take the Gloves Off’
April 6, 2020
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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.
A Mission To Mold Strategy
March 30, 2020
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To clearly communicate its purpose to the communities it serves, America’s Christian created four priorities that influence products and service.
10 Best Practices For Working At Home
March 23, 2020
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Callahan staffers offer tips and advice being a worker-in-residence.
Lessons In Leadership, A High-Level Shake Up, And A Decade Of Growth
March 9, 2020
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Five can’t-miss data points this week on CreditUnions.com.
A Landmark 2019 Puts The Wrap On 10 Years Of Growth
March 9, 2020
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Mortgage lending helps drive the loan portfolio to new heights while membership engagement deepens at cooperatives over the decade following the Great Recession.
Investment & Economic Update
March 4, 2020
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Join Callahan & Associates and Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends for all U.S. Credit Unions.
Fears Overwhelm Global Financial Markets
March 4, 2020
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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.
Retail Delivery Grew In 2019 And Must Adapt In 2020
Through 2019, traditional retail delivery continued to develop as credit unions increased branch and employee counts. In 2020, as the novel coronavirus begins to impact ...
Macro Overiew And Industry Trends (4Q19)
Despite a slow first quarter, the industry reported strong growth across core financials in the past 12 months. What else should credit unions know at ...
Tips For Managing (And Securing) Work From Home
Credit unions are optimizing work environments, integrating key systems, ensuring business continuity and cybersecurity, and adapting culture to new ways of working.
A Mission To Mold Strategy
To clearly communicate its purpose to the communities it serves, America’s Christian created four priorities that influence products and service.
10 Best Practices For Working At Home
Callahan staffers offer tips and advice being a worker-in-residence.
Lessons In Leadership, A High-Level Shake Up, And A Decade Of Growth
Five can't-miss data points this week on CreditUnions.com.
A Landmark 2019 Puts The Wrap On 10 Years Of Growth
Mortgage lending helps drive the loan portfolio to new heights while membership engagement deepens at cooperatives over the decade following the Great Recession.
Investment & Economic Update
Join Callahan & Associates and Jason Haley, managing director of ALM First's Investment Management Group and Sam Taft, assistant vice president, business development, Trust for ...
Fears Overwhelm Global Financial Markets
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 ...
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.
Severe Shocks Drive Fed To ‘Take the Gloves Off’