This video is quite a bit longer, 10 minutes, but it explains in depth the Credit Union Marketing Budget Report, how it works, and some of the many methods of peer comparisons it offers. These comparison pages include marketing budget, loan growth, share growth, PFI, Net Income, YTD Marketing Budget, and more. It enables you to compare your CU to your peers in your state, region, or nationwide. If you’ve never checked out the CU Marketing Budget Report, this video gives you an inside look!
Oh yes, and every page can be exported to Excel too.
And big props to EverythingCU member, (and EverythingCUJungle Fantasy Football League winner in 2005), Doug Ralston, VP of Hermantown FCU in Minnesota for being a great sport and long-time CU Marketing Budget Report user!