How To Measure Member Value

Learn more about Callahan’s ROM metric and which credit unions returned the most value as of fourth quarter 2016.
By Callahan & Associates, Inc.

Is your credit union meeting its mission?

Credit unions have a mission; one that makes them different from for-profit financial institutions. To understand and interpret their performance, credit unions need more than just financial data. They need the ability to quantify the value they return to members.

That’s where Callahan’s Return Of The Member (ROM) score comes in. ROM is a holistic scoring system that looks beyond the traditional metrics used by the NCUA to provide a more accurate and actionable assessment of member value by measuring all aspects of a member’s relationship with a credit union through three categories: Return To The Savers, Return To The Borrowers, and Member Service Usage.

Learn more about Callahan’s ROM metric and which credit unions returned the most value as of the fourth quarter.

During this webinar, attendees will learn:

  • What is ROM?
  • How is ROM calculated?
  • Why should credit unions care about ROM?
  • Which credit unions are leading the pack in ROM?

DOWNLOAD SLIDES

Part 1: How To Measure Member Value

Part 2: Questions and Discussion

What’s Your ROM Score?

Interested in requesting your credit union’s ROM score? Please fill out this short survey. Then check out all these ROM resources on CreditUnions.com

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