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

How Well Do You Know The Gen Z Economy?

From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting priorities — test your knowledge of this nuanced generation in this interactive quiz.

Read More »

Smart Financial Calculators by Appli

Experience the first-ever AI-powered Financial Calculator that combines personalized calls to action, loan qualification education, and lead capture—all in one seamless interaction. Watch 6-minute Demo Video    

Read More »

5 Takeaways From Trendwatch 2Q 2025

The U.S. economy is throwing up mixed signals, but America’s credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a stronger bottom line.

Read More »
Blogs

How Well Do You Know The Gen Z Economy?

From TikTok tips to Buy Now Pay Later pitfalls, Gen Z is navigating a complex financial landscape shaped by economic uncertainty, digital innovation, and shifting ...

How to Compete with Fintechs: A Dupaco Credit Union Success Story

Join Dupaco Credit Union and MANTL as they share how a modern, omnichannel approach to account opening has transformed Dupaco’s member experience and fueled business

Trendwatch 2Q25

Join Callahan & Associates for a look at 2Q25 credit union performance trends
AI

Smart Financial Calculators by Appli

Experience the first-ever AI-powered Financial Calculator that combines personalized calls to action, loan qualification education, and lead capture—all in one seamless interaction. Watch 6-minute Demo ...
Partner Perspectives

Scale Your Commercial Lending Portfolio

Flexible, technology-driven solutions help credit unions scale their commercial lending portfolios and address staffing, efficiency, and regulatory challenges.
Blogs

Multiple Economic Reports Bring A Climactic End To July

Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
Blogs

5 Takeaways From Trendwatch 2Q 2025

The U.S. economy is throwing up mixed signals, but America's credit unions are delivering value and, in turn, enjoying deeper relationships, higher originations, and a ...
Features

How AI Is Transforming Consumer Lending At Marine Credit Union

The Wisconsin cooperative has implemented auto-decisioning for consumer lending and gives the technology high marks for its impact on member satisfaction, employee engagement, and the ...
Blogs

5 Graphs That Explain Credit Union Loan Growth In 2025

A changing economic climate is reshaping consumer borrowing patterns, presenting new challenges and opportunities for credit union lenders.
Blogs

The New Retirement Reality Reveals Startling Facts

A 2025 BlackRock survey presents a snapshot of retirement readiness and shows Americans are saving, struggling, and still working.
What’s In A Name: Chief Efficiency Officer

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 behind the scenes fixes into front line — and bottom-line — wins.

Read More »
Jim Morrell, Peninsula Community FCU

Jim Morrell On Leadership

The CEO of Peninsula Community Federal Credit Union highlights how active listening and lessons from the basket ball court shape a culture of inclusive banking that serves members and employees.

Read More »
Scroll to Top