A data and analytics CUSO that helps credit unions maximize growth and impact through our products and services. We are here to help credit unions adapt and succeed long term–and we offer the innovation, insight, and expertise to help them do it.

• Identified new market opportunities and lead initiatives to capitalize on them• Planed, developed, and managed the firm’s transition from individual product offerings to a holistic “membership solution” model• Served as Managing Editor of six new publications focused on the market share of credit union technology partners including: core processors, card processors, lending technology partners, mobile banking providers, and internet home banking solutions

• Managed eight-person sales and account management team, driving 24.4% revenue growth over two year period• Established sales team territories, goals and incentive plans• Managed relationships for key clients and strategic partners including state leagues and companies including Discover, Experian, Fiserv, and Jack Henry, collectively representing over 20% of the company’s recurring revenue• Revised sales strategy and product offerings for credit union service companies resulting in 61% revenue growth from affected clients

• Created, oversaw programming, and led go-to-market strategies for two new products: CU-Target and the Vendor Leadership Program now representing $400,000 in annual revenue • Developed new and deepened existing strategic partnerships with credit union leagues and associations: grew revenue from these sources from $66,000 per year to over $450,000 per year

• Authored articles and hosted web seminars on financial performance, business lending, and deposit strategies for www.creditunions.com, the credit union industry’s leading source of best practice research

• Developed the marketing plan and marketing message for all Callahan software products.

• Worked with credit union staff as a sounding board for the rest of the membership.• Discussed product pricing, membership growth strategies, and high level business strategy.