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.
Shoreline Goes Long In Investments
January 8, 2018
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The Wisconsin credit union is adding length to its investments to make up for lost income in indirect lending.
Credit Union Leaders In 3 Investment Metrics
January 1, 2018
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With investment rates rising, investment growth and yield on investments increase.
2017 Writer’s Choice Awards
December 25, 2017
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Credit unions share their best practices with CreditUnions.com all year. Here, Callahan’s staff writers share their selections for a handful of lesser-known pieces that are worth revisiting.
Credit Union Leaders In 4 Earnings & Capital Metrics
December 25, 2017
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Net interest margin and provision expense both rise, leading to flat ROA.
Follow The Leaders: Autos, Mortgages, Members, And More
December 25, 2017
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Five can’t-miss data points this week on CreditUnions.com.
Markets Take A Cue From “Silent Night”
December 22, 2017
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All is calm, but is all bright?
Credit Union Leaders In 5 Productivity Metrics
December 21, 2017
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Credit unions add more than 10,000 employees.
Ahead In 2018: Interest Rates And Tech Tools Both On the Rise
December 20, 2017
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It may or may not be a bubble, but consumer debt might roil the waters for credit unions and their members. Can machines learn to help with that?
Productivity, Security, And Christmas Clubs
December 18, 2017
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Five can’t-miss data points this week on CreditUnions.com.
8 Credit Union Metrics For Productivity And Efficiency
December 18, 2017
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These ratios help credit unions deliver excellent member value while also maintaining productive and efficient operations. Operational strategy impacts productivity and efficiency metrics. It’s important for credit unions to strike the right balance for their strategy while bearing in mind national averages.
Shoreline Goes Long In Investments
The Wisconsin credit union is adding length to its investments to make up for lost income in indirect lending.
Credit Union Leaders In 3 Investment Metrics
With investment rates rising, investment growth and yield on investments increase.
2017 Writer’s Choice Awards
Credit unions share their best practices with CreditUnions.com all year. Here, Callahan’s staff writers share their selections for a handful of lesser-known pieces that are ...
Credit Union Leaders In 4 Earnings & Capital Metrics
Net interest margin and provision expense both rise, leading to flat ROA.
Follow The Leaders: Autos, Mortgages, Members, And More
Five can’t-miss data points this week on CreditUnions.com.
Credit Union Leaders In 5 Productivity Metrics
Credit unions add more than 10,000 employees.
Ahead In 2018: Interest Rates And Tech Tools Both On the Rise
It may or may not be a bubble, but consumer debt might roil the waters for credit unions and their members. Can machines learn to ...
Productivity, Security, And Christmas Clubs
Five can’t-miss data points this week on CreditUnions.com.
8 Credit Union Metrics For Productivity And Efficiency
These ratios help credit unions deliver excellent member value while also maintaining productive and efficient operations. Operational strategy impacts productivity and efficiency metrics. It’s important ...
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.
Markets Take A Cue From “Silent Night”