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.
Digital Experiences, Quarterly Reviews, And More
February 12, 2018
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Five can’t-miss data points this week on CreditUnions.com.
A Great Member Giveback
February 6, 2018
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Sentry Credit Union pays it members an unprecedented dividend bonus.
A Chainsaw To Stocks As Bond Rates Rise
February 5, 2018
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What market drivers could also impact the credit union investment portfolio?
Callahan Bowl XIII Predicts Eagles Over Patriots
February 1, 2018
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Callahan data confirms this is where the Patriots dynasty ends.
Caution In The Bond Market?
January 18, 2018
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Plus, a congressional spending bill vote looms.
Get Busy Living Or Get Busy Dying
January 17, 2018
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A strong operation in rural Minnesota helps SouthPoint Financial Credit Union meet members where they are.
How To Make Business Loans In A Bustling Banking Market
January 12, 2018
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Charlotte Metro Credit Union manages risk while growing business deposits and loans faster than credit union averages.
Earnings By The Numbers (3Q17)
January 9, 2018
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Increases to the benchmark interest rate by the Fed have yet to significantly impact earnings at credit unions.
Investments By The Numbers (3Q17)
January 9, 2018
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Quarter-over-quarter, credit union investments shrank 3.0% as credit unions diverted assets from the investment portfolio to the loan portfolio.
Much Anticipated Tax Reform, Outlook For First-Half Of 2018
January 9, 2018
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This monthly market commentary helps credit unions look beyond the headlines to better understand what is driving market trends that could impact the investment portfolio.
Digital Experiences, Quarterly Reviews, And More
Five can’t-miss data points this week on CreditUnions.com.
A Great Member Giveback
Sentry Credit Union pays it members an unprecedented dividend bonus.
Callahan Bowl XIII Predicts Eagles Over Patriots
Callahan data confirms this is where the Patriots dynasty ends.
Caution In The Bond Market?
Plus, a congressional spending bill vote looms.
Get Busy Living Or Get Busy Dying
A strong operation in rural Minnesota helps SouthPoint Financial Credit Union meet members where they are.
How To Make Business Loans In A Bustling Banking Market
Charlotte Metro Credit Union manages risk while growing business deposits and loans faster than credit union averages.
Earnings By The Numbers (3Q17)
Increases to the benchmark interest rate by the Fed have yet to significantly impact earnings at credit unions.
Investments By The Numbers (3Q17)
Quarter-over-quarter, credit union investments shrank 3.0% as credit unions diverted assets from the investment portfolio to the loan portfolio.
Much Anticipated Tax Reform, Outlook For First-Half Of 2018
This monthly market commentary helps credit unions look beyond the headlines to better understand what is driving market trends that could impact the investment portfolio.
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.
A Chainsaw To Stocks As Bond Rates Rise