Join Callahan Industry Analysts as they discuss how to analyze a share portfolio, strategically examine the components of deposit acquisition, compare your credit union's performance to peers, and highlight how you can use data resources from outside the credit union industry to supplement your analysis.
We'll unlock a world of resources and provide you with a cheat sheet of deposit data sources to keep handy when evaluating your portfolio's performance. Then, we'll drill down to showcase different ways to analyze your credit union's share portfolio relative to the credit union industry as whole, regionally and by best performance.
Agenda:
- External Comparisons:
- Market Share
- Current Deposit Product Rate Trends
- Savings Trends
- Credit Union Industry Analysis:
- Share Portfolio Analysis
- Cost of Funds
- Market Share & Branch Analysis
- Member Relationship Metrics
- Creating Comparisons
- Averages v. Best Performance
- Regional Variations
- "Traditional" Asset or FOM-based
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