The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations.
Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and marketing teams identify opportunities, create targeted campaigns, have stronger conversations, and reach sales goals.
Credit union executives get hundreds of sales emails, calls, and outreach in a week. Being relevant and trustworthy is going to help you get through the noise.
This guide will teach you how to read a 2-year financial statement at a high level, identify key ratios, and dive into how sales and marketing professionals can use this information to reach more credit unions.
