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.
Fed Staying The Course
October 3, 2018
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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.
10 Questions On The Minds Of Leaders (And How The Industry Is Responding)
October 1, 2018
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Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live webinar with Callahan senior vice president Chris Howard and associate vice president of analytics and business development, Sam Taft.
400,000 Reasons Truliant Has Automated Transaction Reconciliation
October 1, 2018
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The North Carolina credit union is halfway through moving away from the time-consuming process of manual ledger reconciliation.
State In The Spotlight: Iowa
October 1, 2018
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As the industry looks for ways to accelerate deposits, it appears Iowa credit unions are ahead of the curve with higher than average share growth.
3 Signs The Economy Has Hit A Plateau
October 1, 2018
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Industry leaders don’t need a crystal ball to see the future. It’s written in auto, jobs, and housing.
Shares By The Numbers (2Q18)
October 1, 2018
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Deposit balances were on the rise as annual growth hit 5.4% in the second quarter of 2018.
Auto Lending By The Numbers (2Q18)
October 1, 2018
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Total auto balances were on the rise as annual growth hit 10.6% in the second quarter of 2018.
Mortgages By The Numbers (2Q18)
October 1, 2018
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The credit union loan portfolio surpassed $1.0 trillion in the second quarter of 2018. Dig deep into this piece of the balance sheet.
Fewer Branches, Doubled Assets, And Self-Service
September 24, 2018
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Five can’t-miss data points this week on CreditUnions.com.
No One Way To Manage A Balance Sheet. No Such Thing As A Bad Loan.
September 20, 2018
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Callahan’s chief analyst shares his takeaways from ALM First’s Financial Forum.
10 Questions On The Minds Of Leaders (And How The Industry Is Responding)
Learn more about the 10 questions keeping credit union leaders up at night and how the industry is responding to these challenges in this live ...
400,000 Reasons Truliant Has Automated Transaction Reconciliation
The North Carolina credit union is halfway through moving away from the time-consuming process of manual ledger reconciliation.
State In The Spotlight: Iowa
As the industry looks for ways to accelerate deposits, it appears Iowa credit unions are ahead of the curve with higher than average share growth.
3 Signs The Economy Has Hit A Plateau
Industry leaders don’t need a crystal ball to see the future. It’s written in auto, jobs, and housing.
Shares By The Numbers (2Q18)
Deposit balances were on the rise as annual growth hit 5.4% in the second quarter of 2018.
Auto Lending By The Numbers (2Q18)
Total auto balances were on the rise as annual growth hit 10.6% in the second quarter of 2018.
Mortgages By The Numbers (2Q18)
The credit union loan portfolio surpassed $1.0 trillion in the second quarter of 2018. Dig deep into this piece of the balance sheet.
Fewer Branches, Doubled Assets, And Self-Service
Five can't-miss data points this week on CreditUnions.com.
No One Way To Manage A Balance Sheet. No Such Thing As A Bad Loan.
Callahan’s chief analyst shares his takeaways from ALM First’s Financial Forum.
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.
Fed Staying The Course