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Survey Participant,
Call 1-800-446-7453 for discounted pricing
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2007 Credit Union Retail Investment
Services Benchmark Study
 Callahan & Associates and Snyder Consulting Solutions (SCS) have just released the 2007 Credit Union Retail Investment Services Benchmark Study, the first investment program performance tool targeted to credit unions. This program provides credit unions with data to monitor, track and measure the overall productivity and performance of their retail investment services program.
Regardless of a credit union’s size or investment program structure, such as an outsourced managed program or an internalized dual-employee program, it has become increasingly important for credit unions to ensure they are effectively serving their members. By recognizing strengths and weaknesses, credit unions will be able to establish specific goals to improve their retail investment services program.
The report includes the following:
- Part I: A global view of the retail investment services channel based on data provided by all of the participating broker-dealers including:
- Number of Representatives Serving Members
- Value and Number of Investment Accounts
- Aggregate Gross Dealer Concessions
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- Part II: A comprehensive view of the individual credit unions that have provided information on their program's financial models including data on:
- Program Structure
- Staffing
- Revenue
- Expense Allocations
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- Part III: Customized scorecard for participants- if you participated in the 2007 Retail Investment Services Program please contact Lydia Cole at 800-446-7453 Ext.161.
Download the Table of Contents
The survey includes dozens of financial metrics, including:
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Investment account/member penetration ratio |
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Assets under management to credit union assets ratio |
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Financial consultant (FC) compensation expense ratios |
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Average gross dealer concession per FC |
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Accounts per FC |
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Average assets under management per Financial Consultant |
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Direct expense ratios |
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Gross income margin (prior to corporate/organizational overhead allocations) |
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Allocated expense ratios and models |
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Net income contribution |
For questions on the report, please contact Lydia Cole at Callahan & Associates (800-446-7453).
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In this issue:
-A look at 1Q Performance and how CUs are weathering the economy
-Focus on mortgages: why the time is now and what you need to know
-CEOs share strategies for acting in times of uncertainty
Start a subscription today!
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