How Does Your Credit Union Stack Up Against These Sales Numbers

• Mar 11, 2023
• By BBN News Desk

Before I present to potential credit union clients, I always do my homework. There are a number of things I research ahead of time, such as the credit union?s leadership team, the size of the credit union, and the geographic spread of their branch network.� I look at their asset size, total loans, and total deposits. But the most valuable information for both me and the credit union are the details I learn from reviewing their product penetration. Over the years I have researched a lot of credit unions. I have a few sources of information, including the call report submitted to the NCUA quarterly. From these sources of information, I can determine quite a bit about the credit union.� I can tell where the focus of leadership lies, how engaged the members are in their credit union, and th...

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