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.
Macro-Economic And Industry Trends (4Q17)
April 12, 2018
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What credit unions need to know about members, lending, asset quality, share balances, and more at year-end 2017.
Regional Performance Report: New England Credit Unions
April 9, 2018
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The average member relationship surpassed $18,000 for credit unions in the New England states. In what other areas do these cooperatives excel?
SEG Bonuses Underpin Deposit And Wealth Management Strategies At Elements Financial
April 2, 2018
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The Indiana credit union funds lending all year with an annual cash surge.
An Anxious Tone In Risk Markets
April 2, 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.
March Was In Like A Lion, Out Like A Lion
March 29, 2018
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The lion ate the lamb for dinner, but on this last day of the month, the stock market is finally quiet.
First-Time Homebuyers, Automation, And NII
March 26, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Return Of The Trade Hype
March 22, 2018
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Trade news is back in the spotlight after the Trump Administration announced $50 billion in new tariffs aimed directly at China.
2018 Executive Priorities At-A-Glance
March 19, 2018
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Feedback from Callahan’s 2018 Executive Outlook Survey identifies industry challenges and opportunities for the months ahead.
Employee Surveys, USDA Loans, And More
March 19, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Trade Worries: Not Gone. Not Forgotten.
March 15, 2018
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The trade story is not done. It’s just in intermission.
Macro-Economic And Industry Trends (4Q17)
What credit unions need to know about members, lending, asset quality, share balances, and more at year-end 2017.
Regional Performance Report: New England Credit Unions
The average member relationship surpassed $18,000 for credit unions in the New England states. In what other areas do these cooperatives excel?
SEG Bonuses Underpin Deposit And Wealth Management Strategies At Elements Financial
The Indiana credit union funds lending all year with an annual cash surge.
March Was In Like A Lion, Out Like A Lion
The lion ate the lamb for dinner, but on this last day of the month, the stock market is finally quiet.
First-Time Homebuyers, Automation, And NII
Five can’t-miss data points this week on CreditUnions.com.
Return Of The Trade Hype
Trade news is back in the spotlight after the Trump Administration announced $50 billion in new tariffs aimed directly at China.
2018 Executive Priorities At-A-Glance
Feedback from Callahan’s 2018 Executive Outlook Survey identifies industry challenges and opportunities for the months ahead.
Employee Surveys, USDA Loans, And More
Five can’t-miss data points this week on CreditUnions.com.
Trade Worries: Not Gone. Not Forgotten.
The trade story is not done. It’s just in intermission.
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.
An Anxious Tone In Risk Markets