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.
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.
On the Call, On the Ball
May 15, 2017
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Call center metrics help a credit union assess the overall performance of the call center and its agents.
Wellness Programs, Small Credit Union Successes, And The Secondary Market
May 15, 2017
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Five can’t-miss data points featured this week on CreditUnions.com.
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.
On the Call, On the Ball
Call center metrics help a credit union assess the overall performance of the call center and its agents.
Wellness Programs, Small Credit Union Successes, And The Secondary Market
Five can't-miss data points featured this week on CreditUnions.com.
Browse Topics
Credit Human Redefines ‘Green’ In The Heart Of Texas
Savana Morie
The credit union completed a three acre headquarters campus in 2021 that offers 52% more space while consuming a fraction of the resources. It’s a model of how cooperatives can lead on sustainability without sacrificing performance.
CDFIs By The Numbers
Omar Shalabi
CDFI credit unions might be fewer in number, but their impact reaches millions of members, and their footprint highlights how targeted mission can translate into broad, measurable reach.
Serving The Underserved Without Accepting Preventable Fraud Losses
Callahan & Associates
Preventable fraud losses quietly erode credit union margins. The difference between a 25% and 6% loss rate isn’t risk. It’s execution.
Inside An In-School Model That Links Classrooms With College And Careers
Savana Morie
Holy Rosary Credit Union has embedded itself into a local high school’s career and technical education program, offering scholarships, internships, and courses eligible for college credit.
6 Credit Union Executive Priorities For 2026
Jay Johnson
Credit union leaders want to know where peers are placing their focus. These six priorities reflect how leadership teams are responding to change with intention and clarity.
What’s Next For Credit Union Earnings?
Omar Shalabi
As margin support begins to fade, earnings performance is becoming more sensitive to revenue mix and harder to interpret through public reporting alone.
The Great Wealth Transfer Is Also A Relationship Transfer
Savana Morie
Harvard FCU combines digital estate planning with human financial guidance to support positive, proactive wealth transfer across generations.
The Lending Lag Is Real, And Here’s What Smaller Credit Unions Can Do About It
Callahan & Associates
Discover how small to midsize credit unions can weather the economic headwinds hitting their communities right now.
Fresh Risks For Financial Markets
Jason Haley
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
What’s In A Name: AVP Of Member Insights
Aaron Passman
At Service Credit Union, Dave Widener connects data, strategy, and culture to shape better outcomes for members.
Weathering The Storm