Outside Loan Analysis

Curious which other Financial Institutions your members borrow with? Ever wonder what similarities exist between these members? During an Outside Loan Analysis, CU*Northwest will mine your credit report data for outside installment loans providing insight into who these members are, their level of engagement with the credit union, and insight into how to best engage them.

Additional information


During an Outside Loan Analysis, our team will mine your member’s credit report data and identify who your members borrow with other than the credit union. Lending opportunity per financial institution will be qualified not only in terms of dollars and cents, but also member relationships, credit quality, current credit union product and service enrollment, current delinquency, and more!

What You will Receive

Once your analysis is complete, you will receive a personalized data briefing discussing our analytical findings, as well as a project summary report for your future reference. The top 25 financial institutions lending with your members will each be analyzed separately providing insight into the characteristics and demographics of members with loans with each lender. The goal of this analysis is to provide all the tools and knowledge needed to build a targeted marketing campaign focused on loan capture. After the delivery of your analysis report, you may select up to 5 Financial Institutions you wish to target. CU*BASE files will be created for you to be used during your campaigns, easily integrated into targeted mailing lists, call campaigns, and email strategies. Ask us about our partnership with Xtend who will assist with campaign execution.

Data Briefings can be a one-time engagement, or a scheduled recurring briefing at the frequency of your choosing.

How to Use this Analysis

This analysis will provide insight into who your members borrow with other than the Credit Union. Quantifying opportunity per institution and detailing product and service utilization in these member groups. The information within this analysis should be leveraged in a marketing campaign, allowing you to market relevant content to ideal member segments.


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