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.
What Drives Credit Union Revenue?
June 5, 2017
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Credit unions generate income in a multitude of ways to stay competitive in a narrowing margin environment.
How Much Do Credit Unions Spend On Compensation?
June 5, 2017
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The percent of revenue going toward employee compensation is reversing trend.
A Country Divided?
May 29, 2017
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Strategies to reward loyal patrons differ among financial institutions as well as from region to region.
Leaders In Efficiency At First Quarter 2017
May 29, 2017
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Check out this leader table to see which credit unions beat the industry average.
1Q 2017 Trendwatch
May 25, 2017
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This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Divide and Conquer
May 19, 2017
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Patronage dividends enhance relationships and the bottom line, but they demand a thorough cost-benefit analysis.
Weathering The Storm
May 18, 2017
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Three ways the special investigation into Trump’s presidential campaign could impact the economy.
A Strategy To Manage Cash And Serve Members
May 15, 2017
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Mountain America Credit Union is a veteran user of cash management analytics, but it’s still learning how to optimize its understanding of and confidence in the system.
How 4 Credit Unions Achieved Member Insurance And Investment Success
May 15, 2017
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Credit unions on both coasts share how they ramped up new insurance and investment services.
First South Financial’s Targeted Marketing Nets Big Returns
May 15, 2017
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The Memphis credit union has improved retention, electronic services, and accounts per household by delivering the right messages to the right members.
What Drives Credit Union Revenue?
Credit unions generate income in a multitude of ways to stay competitive in a narrowing margin environment.
How Much Do Credit Unions Spend On Compensation?
The percent of revenue going toward employee compensation is reversing trend.
A Country Divided?
Strategies to reward loyal patrons differ among financial institutions as well as from region to region.
Leaders In Efficiency At First Quarter 2017
Check out this leader table to see which credit unions beat the industry average.
1Q 2017 Trendwatch
This must-attend quarterly event for credit union leaders covers performance trends, industry success stories, and areas of opportunity.
Divide and Conquer
Patronage dividends enhance relationships and the bottom line, but they demand a thorough cost-benefit analysis.
A Strategy To Manage Cash And Serve Members
Mountain America Credit Union is a veteran user of cash management analytics, but it’s still learning how to optimize its understanding of and confidence in ...
How 4 Credit Unions Achieved Member Insurance And Investment Success
Credit unions on both coasts share how they ramped up new insurance and investment services.
First South Financial’s Targeted Marketing Nets Big Returns
The Memphis credit union has improved retention, electronic services, and accounts per household by delivering the right messages to the right members.
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.
Weathering The Storm