Arrowhead Credit Union amazonaws com

Report 8 Downloads 85 Views
Arrowhead Credit Union • Chartered in 1949 (55 years). • Community based Credit Union serving San Bernardino and Riverside Counties. • 130,000 Members. • Net Assets of $760 million. • 24 Branches • Have 4 subsidiaries, Arrowhead Trust Inc, Arrowhead Investment Center , CU Insurance Services, Member Business Services. • Historically the growth rate has been 15 to 18% a year.

Today’s Focus Site Site Analysis Analysis

Member Member Analysis Analysis

Target Target Marketing Marketing

Product Product Penetration Penetration

Trade Trade Area Area Analysis Analysis

Internet Internet ATM ATM Locator Locator

SITE LOCATION

MEMBER ANALYSIS

Market Penetration based on Households

40, 60, 80% of Members Banking at Branch

Drive Time Analysis (3,5,8 mins)

Drive Times & Trade Area Shows Members willingness to Travel Farther

TARGET MARKETING

Most Profitable Member Areas

Select Streets & Target Non Members

Cross Sell to Current Members

Cross Sell to Current Members

MARKET ANALYSIS

Member Distribution by Branch

Members Assigned to Closest Branch

Trade Area Demographic Analysis

Trade Area Demographic Analysis

Trade Area Demographic Analysis

Trade Area Market Analysis

Trade Area Product Analysis

Trade Area - Competitive Analysis

Trade Area - Potential Employer Groups

Product Penetration

ATM/Branch LOCATOR

Web Site ATM/Branch Locator

Proposed ATM Locator for Web Site

Resulting Map

Testimonial - Organize, Analyze, Visualize data easily and effectively. - Improve Communication - Instantaneous Recognition. - Visualize Market Situations. - Cost Saving - Direct Marketing by Targeting Areas - Data available In-house - Decreased Outsourcing – Strategic Planning - Use of GIS for 5 yrs and adding more Research Tools & Staff. - Exploring Additional Functionality of BA. - Benefits of BA are well worth the low Investment costs.