Callahan & Associates' Software Tools

Overview	Customize	Additional Fields	Support
Better understand your prospects' performance with detailed financial profiles iConnect is the only complete contact & performance database for the nation's 8,500 credit unions. This online application is designed for anyone looking to more effectively target their credit union 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 loaded into any database Understand better your prospects' performance with detailed financial profiles Network with industry executives in over a dozen roles 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 12 contact names for senior executives and 5 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!

Standard Packages:

Auto Package

Additional Fields:

Vendor Partners

Financial Data

Credit Union Characteristics

View All Available Fields
Download PDF list

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: $2,825
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.

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.

Overview	Customize	Additional Fields	Support
iConnect can be customized to meet your specific company needs. Choose from hundreds of fields that can be added to your subscription to help target your marketing efforts more effectively. 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. With the wealth of available fields, we recommend you talk directly with our Software Solutions team to identify which ones are most appropriate for your company. Call us at (800) 446-4753 today.