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.
2 Credit Unions Surpassing Industry Averages In Dividend Ratios
August 17, 2017
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Star One Credit Union and Dow Chemical Employees Credit Union posted impressive dividend numbers in the second quarter of 2017.
20 Months. 7,000 Transactions. Thousands In Member Savings.
August 14, 2017
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A fledgling title insurance CUSO at California Credit Union saves dollars and makes sense.
Another Phase For Bond Traders
August 3, 2017
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A snapshot of the bond market reveals bullish speculators are back.
Will The Fed Tighten Again This Year? Or Ever?
July 27, 2017
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Yesterday’s FOMC statement has bond traders thinking Fed tightening might be over.
5 Questions To Answer Before Moving On A Merger
July 24, 2017
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Deciding whether, and with whom, to merge can be tricky. Use this list to spark conversations that will lead to a deeper understanding of the benefits, drawbacks, and other implications.
All Ears On Draghi
July 20, 2017
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Speculative bond traders see in Europe the opportunity to put the market back on track.
Tighten, Lighten, And Double Down
July 6, 2017
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How better portfolio tracking, a grounded MBL roster, and support from a broad line of CUSOs are helping Mazuma make a mark in the Kansas City area.
The Wedding Guest
July 6, 2017
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Why some traders are worried about President Trump’s visit to Europe for the G-20 summit.
Earnings By The Numbers (1Q17)
July 5, 2017
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Total revenue reached $15.5 billion in the first quarter of 2017. That’s up 8.1% year-over-year from the $14.3 billion credit unions posted in the first quarter of 2016.
How Does Location Affect Expenses?
July 3, 2017
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Contextualizing costs based on location can make a big difference when analyzing the bottom line.
2 Credit Unions Surpassing Industry Averages In Dividend Ratios
Star One Credit Union and Dow Chemical Employees Credit Union posted impressive dividend numbers in the second quarter of 2017.
20 Months. 7,000 Transactions. Thousands In Member Savings.
A fledgling title insurance CUSO at California Credit Union saves dollars and makes sense.
Will The Fed Tighten Again This Year? Or Ever?
Yesterday's FOMC statement has bond traders thinking Fed tightening might be over.
5 Questions To Answer Before Moving On A Merger
Deciding whether, and with whom, to merge can be tricky. Use this list to spark conversations that will lead to a deeper understanding of the ...
All Ears On Draghi
Speculative bond traders see in Europe the opportunity to put the market back on track.
Tighten, Lighten, And Double Down
How better portfolio tracking, a grounded MBL roster, and support from a broad line of CUSOs are helping Mazuma make a mark in the Kansas ...
The Wedding Guest
Why some traders are worried about President Trump’s visit to Europe for the G-20 summit.
Earnings By The Numbers (1Q17)
Total revenue reached $15.5 billion in the first quarter of 2017. That’s up 8.1% year-over-year from the $14.3 billion credit unions posted in the first ...
How Does Location Affect Expenses?
Contextualizing costs based on location can make a big difference when analyzing the bottom line.
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.
Another Phase For Bond Traders