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  • Additional Fields
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  • Testimonials
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For more information contact Sam Brownell at 1 800-446-7453, Ext 164

Quickly locate the right credit union executive at the right credit unionlogo

iConnect is the only complete contact & performance database for the nation's credit unions. This online application is designed for anyone looking to more effectively target their credit union prospects and improve marketing efforts. iConnect gives you the ability to:

  • Easily build and save targeted lists using financial or geographic criteria
  • Create and store exclusion lists to save on postage costs
  • Download data as a .CSV file which can be easily exported into Excel or any database
  • Understand your prospects' performance with detailed financial profiles
  • Network with industry executives within the credit union

iConnect is also the only industry database that is updated daily! Everytime you log-in to iConnect, you'll have the latest information at your fingertips.

The base subscription includes all mailing information, up to 11 contact names for senior executives and 6 financial performance indicators. Be sure to check out "Customize" to learn how you can access even more information to help you better target your efforts!!!!

 

logoA subscription to iConnect includes these standard fields, a combination of reported and searchable criteria. iConnect can also be customized to meet your organization's specific needs. Choose from hundreds of fields that can be added to your subscription to help find the right credit union executive at the right credit union. iConnect can incorporate any data point in a credit union's quarterly 5300 call report. For example, with our Auto Lending Package , you can answer questions such as:

  • How big (both # and $) is a credit union's auto portfolio? How fast is it growing?
  • What percent of the credit unions members have an auto loan with the credit union?
  • What is the breakdown of new vs. used car loans? What about leasing?
  • What is the average rate the credit union offers for new and used autos?
  • Does a credit union participate in indirect lending?
  • What volume (both # and $) of indirect lending does the credit union do?
  • What is the delinquency rate on direct vs. indirect lending?

Other packages include Real Estate, Electronic Services, Business Lending and more. Visit the "Additional Fields" for most commonly used data points and discounted packages. With the wealth of available fields, we recommend you talk directly with our Software Team to identify which ones are most appropriate for your organization.

Contact Callahan's Software Team at 800.446.7453 or iconnect@creditunions.com today!

 Standard Packages:
 Additional Fields:

View All Available Fields
Download PDF list

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Auto Package
Contains all of the financial fields relevant to a credit union’s auto lending program.

Data Fields:
Auto Loans ($)
Auto Loans (#)
Auto Loans 12-mo Growth
Indirect Loans
Indirect Loans 12-mo Growth
Loans/Shares Ratio
# Branches
Marketing Expenses
Field of Membership

Package Price: $375

Price for all fields purchased separately: $450
Save $75 with the package!


Technology Package
Contains all the fields relating to a credit union's technology needs, partners and expenditures.

Vendor Fields:
Data Processor
Internet Home Banking
(Choose 1) e-Statement Provider or Bill Pay Provider
Data Fields:
Field of Membership
# Branches
Online Member Pen. Rate
(Choose 2) 12-mo. growth rates

Package Price: $375

Price for all fields purchased separately: $475
Save $100 with the package!

Payments Package
Contains all the fields relating to payment services.

Vendor Fields:
CC Processor
Debit Card Processor
Data Fields:
CC Loans
CC Loans 12-mo. Growth
Delinquency Ratio
Offer Online Banking?
# Share Draft Accounts
Field of Membership

Package Price: $375

Price for all fields purchased separately: $450
Save $75 with the package!

Mortgage Package
Contains all the financial fields relevant to a credit union's mortgage program.

Data Fields:
Real Estate Loans
Real Estate Loans 12-mo Growth
First Mtg. sold to Secondary Mkt. YTD
First Mortgage Originations
First Mtg. Originations 12-mo Growth
First Mtg. Delinquency Rate
Other RE Loans YTD
Loans/Shares ratio
Field of Membership

Package Price: $375

Price for all fields purchased separately: $450
Save $75 with the package!

Collections Package
Contains important fields for evaluating criteria relating to a credit union’s collections department.

Vendor Fields:
Bill Pay Provider
Data Fields:
Delinquency Ratio
First Mortgages Delinquency Ratio
Other Real Estate Loans Delinq. Ratio
Efficiency Ratio
Loans Charged-off due to Bankruptcy
Charge-offs YTD
Recoveries YTD

Package Price: $350

Price for all fields purchased separately: $425
Save $75 with the package!

Intermediate Package
Includes our 5 most commonly requested fields plus one that you choose.

Vendor Fields:
Data Processor
Data Fields:
Field of Membership
# Branches
#Employees
Marketing Expenses
(Choose 1) 12-mo. growth rate

Price: $250

Price for all fields purchased separately: $325
Save $125 with the package!

Advanced Package
Contains all the vendor and financial fields offered in iConnect.

Vendor Fields:
All 7 vendor fields!
Data Fields:
All 46 financial fields!


See the complete list of available fields

Package Price: $2,500

Price for all fields purchased separately: $3,275
Save $325 with the package!

Vendor Partners
Auditor ($75)
Bill Pay Provider($75)
Credit Card Processor ($75)
Data Processor ($75)
Debit Card Processor ($75)
Internet Home Banking Provider ($75)
e-Statement Provider ($75)

 

 
*Note that not all available fields are shown above - View All Available Fields
Financial Data
Auto Loan Growth ($50)
Credit Card Loans ($50)
Credit Card Loan Growth ($50)
Deliquency Ratio ($50)
Indirect Loans ($50)
Loan Growth ($50)
Loan/Share Ratio ($50)
Marketing Expenses ($50)
ROA ($50)

 

 
*Note that not all available fields are shown above - View All Available Fields
Credit Union Characteristics
# of ATMs ($50)
# of Branches ($50)
# of Employees ($50)
# of Share Draft Accounts ($50)
Offer Online Banking? ($50)
Field of Membership ($50)

 

 
*Note that not all available fields are shown above - View All Available Fields

We offer several standard packages to choose from, or allow you to select the individual fields that you want to include.logo


Click on each package name at the left for a description of the fields that are included.

Or view all available fields available for purchase.

Don't see exactly what you need?
Call 800-446-7453 and we will create a custom package for you.

 

logoWant to Learn More?
Navigate through the online tool and identify credit unions that will best fit your organization's solutions. See iConnect in action by Requesting a Trial. Receive a hands-on experience and access the tool for a 30-day period with a sample of credit unions.

If you would like to sign up for a brief demonstration of the tool or have any questions, our software experts would be happy to explain how iConnect can fit your needs. The Software Team can be reached at 800.446.7453 or iconnect@creditunions.com.


I find myself in the iConnect system at least once a day if not more. The data logoand the contact information is the most valuable to DMI. Most of the time we use it to research a credit union prospect that I'm going to talk to or one of our sales folks are going to talk to . . . I think I'm one of the original "power users" of the system and have found all the cool stuff.
President/CEO, Digital Mailer, Inc.

I use iConnect almost on a daily basis (many times multiple times per day) as a resource for information about prospects and customers.
Regional Sales Manager, Integrated Media Management (IMM)

We use the iConnect service to find out information on potential credit union clients, update our records, and to generate client lists. The service is very robust and well rounded; it gives most of the information we are looking for very quickly. The updates that were made to the system have only increased its usefulness.  We love the additional directories, search methods, and executive information.
Product Specialist, iPay Technologies

(iConnect) will save me at least an hour every time I create a list. I believe that this product is outstanding.  Not only is it easy to use, you keep it current.
President, Financial Wisdom Financial Services, Inc.

When I pull up a credit union, the thumbnail sketch is excellent. You make my life a lot easier - you really do. I like to know who I am talking to. You are much better than ncua.gov; they are not nearly as good as you guys.

I got iConnect when I came to this company. I never had a tool as good as iConnect to do research as this. I used to have to go to multiple sites, and never had anything like this before. If someone asks me about any credit union in my territory, and I cover half, I can tell them in the drop of a hat immediately on the phone or what not.

iConnect is just wonderful - if you did nothing to your site in a million years and never updated it, I would still use it.
VP - Regional Sales, TNB Card Services

We selected this data base in that we believe Callahan has the best data available for Credit Unions. In summary, we are investing in this tool to help all of us be even more successful in serving this very important market segment. 
Chief Marketing Officer, Mortgagebot

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Subscription

Price

6-months $849
1-year $1,145
2-years $1,795
Additional Fields - credit union characterisitcs $50
Additional Fields - vendor suppliers $75
Field Packages See 'Additional Fields' tab
Additional Licenses

6-month/1 year: $100/user (includes 1 copy of the Credit Union Directory/user)

2 year: $150/user (includes 1 copy of the current Credit Union Directory, and 1 copy of the next year's Directory)

Unlimited Licenses (up to 25 users)

6-month/1 year: $800 (includes 8 additional copies of the Credit Union Directory)

2 year: $1,200 (includes 8 additional copies of the current Credit Union Directory, and 1 copy of the next year's Directory)


A subscription to iConnect includes the following fields:

Contact Information

Credit Union Name
Street
City
State
Zip
Phone
Fax
URL
General Email

 

 


Personnel

CEO
CFO
Marketing Manager
IT Manager
Loan Manager
Operations Manager
HR Manager
Collections Manager
E-Commerce Manager
Training Manager
Chairperson Manager



Data


Assets
Capital
Investments
Loans
Share Growth
Members

 

 

 


 

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Callahan & Associates1001 Connecticut Ave, NW Suite 1001 | Washington, DC 20036
P: 800-446-7453 | F: 202-223-1311