CUTarget

CUTarget is an educational analysis tool designed to help credit union suppliers leverage Callahan’s industry financial performance data with contextualization to help reach their strategic marketing and sales goals.

  • Compile targeted marketing lists to establish accurate sales goals
  • Educate your sales team on how to track the performance of prospects
  • Send automatic alerts when credit union data is updated
  • Create reports for sales meetings and client presentations

Create a Marketing List

Building marketing lists is one of the core functions of CUTarget. The process is simple and involves only a few quick steps.

Set Your Primary Institution

Get started by searching for a client or target credit union and setting it to be your primary point of analysis.

Select a Peer Group

You’re automatically given a peer group of institutions against which you can benchmark performance and explore potential targets. You can also build custom peer groups of your own.

Performance Analysis & Ratio Definitions

CUTarget offers performance analysis text and full ratio definitions that give guidance in-line with graphs and charts.

CUTarget Packets

Analysis Made Easy

Packets are groups of displays that bring together a set of financial performance graphs and charts. Save your own, use your institution’s, and explore the role-based packets.