Case Study: CUNA Mutual Group achieves faster, scalable incentive compensation processing and nearly $1M/year savings with SAP Sales Cloud

CUNA Mutual and Callidus Software Team to Create a Recipe for Success

CUNA Mutual Group, the leading financial services provider to credit unions worldwide, faced a complex incentive compensation challenge: managing plans for about 7,000 payees across six marketing divisions using a legacy vendor system and an in‑house intranet app that were inflexible, slow to change, and costly to maintain. The company needed a scalable, easy-to-update solution to speed processing and provide timely, accurate reporting.

After a thorough vendor evaluation CUNA Mutual implemented Callidus Software’s TrueComp with a blended CUNA–Callidus implementation team and hands-on training; the rollout covered 40 payee types and 30 incentive variables and introduced web-based daily and pay-period reporting. The result was faster compensation cycles, elimination of paper reports, near $1M annual savings, a 3‑year ROI of 166%, payback in under a year, a >20% five‑year IRR, improved agility to change plans, enhanced analytics via TrueAnalytics, and a strengthened partnership with Callidus.

CUNA Mutual Group

Kristi Austin

Field Compensation Manager, CUNA Mutual