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.
Debit Rewards, Market Expansion, And A New Charter
March 12, 2018
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Five can’t-miss data points this week on CreditUnions.com.
Non-Interest Income Continues To Grow In Importance
March 12, 2018
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The need for credit unions to generate non-interest income continues to grow in a narrowing margin environment.
A Look Behind The Credit Union Impact Report
March 9, 2018
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Join Callahan & Associates for a discussion about the overall impact of the credit union movement.
Volatility Returns To Global Risk Markets
March 7, 2018
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What market drivers could also impact the credit union investment portfolio?
Of Vendor And Risk Management
March 5, 2018
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Five can’t-miss data points this week on CreditUnions.com.
5 Reasons To Watch Callahan’s 4Q17 Trendwatch
March 5, 2018
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Early data trends help leaders prepare for year-end analysis.
State In The Spotlight: New York
March 1, 2018
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Both the average share balance and average share accounts per member for New York credit unions was higher than national averages.
Tipping The Scale
March 1, 2018
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Whether inflation swells or holds steady in the coming year relies on two variables.
How KeyPoint Made $7.2 Million On Investments In 2017
February 19, 2018
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The Silicon Valley cooperative consistently ranks among the top performers nationally in terms of yield on investments.
4Q 2017 Trendwatch
February 16, 2018
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Debit Rewards, Market Expansion, And A New Charter
Five can’t-miss data points this week on CreditUnions.com.
Non-Interest Income Continues To Grow In Importance
The need for credit unions to generate non-interest income continues to grow in a narrowing margin environment.
A Look Behind The Credit Union Impact Report
Join Callahan & Associates for a discussion about the overall impact of the credit union movement.
Of Vendor And Risk Management
Five can’t-miss data points this week on CreditUnions.com.
5 Reasons To Watch Callahan’s 4Q17 Trendwatch
Early data trends help leaders prepare for year-end analysis.
State In The Spotlight: New York
Both the average share balance and average share accounts per member for New York credit unions was higher than national averages.
Tipping The Scale
Whether inflation swells or holds steady in the coming year relies on two variables.
How KeyPoint Made $7.2 Million On Investments In 2017
The Silicon Valley cooperative consistently ranks among the top performers nationally in terms of yield on investments.
4Q 2017 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
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.
Volatility Returns To Global Risk Markets