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.
California Coast And The Living Wage
November 4, 2019
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How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
The Bank Branch Expansion Plan
November 4, 2019
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Thinking of buying a bank? Check out these best practices and insights from credit unions in the know.
A Merger Of Equals Melds Leaders And Boards
November 1, 2019
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The formation of Lake Trust Credit Union in 2010 presented challenges and opportunities in seamlessly integrating the upper tiers of credit union management.
3.3 Billion Ways To Showcase The Credit Union Difference
October 25, 2019
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Credit unions across the country offer members better rates, reduced fees, and other patronage perks. That’s something to celebrate.
Key Economic Considerations For 2020
October 21, 2019
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China trade, interest rate concerns make profitable risk management more critical.
A Strategy To Think Creatively About Efficiency
October 15, 2019
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TwinStar Credit Union’s Imagination Lab studies processes and reduces friction for members and employees.
Fostering Small Business In The Big Apple
October 15, 2019
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One New York credit union nurtures startups and established businesses in the nation’s most competitive city.
Credit Unions Hammer Away At Unemployment
October 15, 2019
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Job fairs, management training programs, and loan relief benefit local employment rates.
If You Build It They Will Come
October 15, 2019
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Northwest Community Credit Union is moving its headquarters to downtown Eugene, OR, in the hopes it will help revitalize an under-utilized area.
The Great Credit Union Cash Airlift
October 15, 2019
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In the wake of Hurricane Katrina, the spirit of credit union cooperation was embodied in the actions of Texas Dow Employees CU’s efforts to aid DOW Louisiana FCU.
California Coast And The Living Wage
How the San Diego credit union is implementing a new compensation system and considering the living wage measure.
The Bank Branch Expansion Plan
Thinking of buying a bank? Check out these best practices and insights from credit unions in the know.
A Merger Of Equals Melds Leaders And Boards
The formation of Lake Trust Credit Union in 2010 presented challenges and opportunities in seamlessly integrating the upper tiers of credit union management.
3.3 Billion Ways To Showcase The Credit Union Difference
Credit unions across the country offer members better rates, reduced fees, and other patronage perks. That’s something to celebrate.
Key Economic Considerations For 2020
China trade, interest rate concerns make profitable risk management more critical.
A Strategy To Think Creatively About Efficiency
TwinStar Credit Union's Imagination Lab studies processes and reduces friction for members and employees.
Fostering Small Business In The Big Apple
One New York credit union nurtures startups and established businesses in the nation’s most competitive city.
Credit Unions Hammer Away At Unemployment
Job fairs, management training programs, and loan relief benefit local employment rates.
If You Build It They Will Come
Northwest Community Credit Union is moving its headquarters to downtown Eugene, OR, in the hopes it will help revitalize an under-utilized area.
The Great Credit Union Cash Airlift
In the wake of Hurricane Katrina, the spirit of credit union cooperation was embodied in the actions of Texas Dow Employees CU's efforts to aid ...
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.