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
Your hub to learn how credit unions manage assets and liabilities, boost non-interest income, improve efficiencies and productivity, and maximize returns.
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
Craft breweries demonstrate how commitment to value, operational agility, and community focus can ignite growth and drive property.
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.
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.
Find out which states posted the highest credit card penetration with this interactive map.
Why we might not see a higher funds rate next year.
What the potential for tax reform means for the stock market.
In episode No. 836, Callahan’s Senior Director of Industry Analysis Sam Taft joins the show to discuss trends in the mortgage market.
And what we can expect of the new Fed Chairman.
Co-ops are hoping to deepen services to their communities as more states allow municipal deposits, including recently New Jersey and Washington.
We’ll prove it with credit union data.
1987 and 2017 share at least one common trait, but remembering Black Monday is not to create fear. It’s to encourage watchfulness.
Five can’t-miss data points featured this week on CreditUnions.com.

Coastal Credit Union evaluates fintech through the lens of member value, strategic growth, and organizational readiness to implement new ideas.

Credit unions are making decisions about where to build, invest, and partner as they balance today’s priorities with tomorrow’s opportunities.

Industry leaders share how they approach fintech investment, balancing immediate needs with longer-term bets while keeping member value and mission at the center.

Credit unions that enable seamless movement between fiat and digital assets position themselves as a trusted on- and off-ramp.

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.

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.

McKinsey projects trillions of dollars in growth across digital assets, with money movement emerging as one of the biggest opportunities.

The Indiana cooperative blends internal development with selective partnerships to meet members’ needs today now while positioning for what’s next.

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.

Hands-on work with artificial intelligence tools is future-proofing staff members, giving them the confidence to adopt new technology and embrace efficiencies.
Tax Reform Effort Captures Market’s Attention