We hold trainings for Peer-to-Peer every week, focusing on:
- How to build peer groups
- How to build and analyze a merger
- How to build a custom display
- How to use the built in scoring systems (ROM/CUPP)
Peer-to-Peer trainings take place every other Tuesday afternoons at 4:00 PM Eastern Time and will last approximately 20 minutes.
CUAnalyzer offers an educational approach for your staff and Board to analyze financial performance.
Made for all levels of financial literacy, CUAnalyzer is designed to help you put credit union performance in context through comprehensive ratio and performance explanations.
CUAnalyzer trainings take place every other week at 4PM Eastern Time.
CUTarget offers a data-based approach to preparing for sales calls and creating segmented marketing campaigns.
The charts and graphs combine a 5-star performance ration system, an analytics analysis overview, and ratio definitions to help put performance in context for your team. During this training you’ll learn:
- Insights from an in-depth walkthrough of CUTarget
- How to change your primary credit union and how to create custom peer groups
- How to create custom reports and data packets for sales meetings and client presentations
- Program efficiencies
CUTarget training is the second Wednesday of every month beginning at 4 PM ET.
BranchAnalyzer gives you a comprehensive look at your branches, institution, and the market as a whole.
Our Monthly trainings provide:
- An in-depth walk through of BranchAnalyzer
- How to use the three main functionalities
- Understanding of why Branch Analyzer is a valuable asset to understanding your branch operations
MortgageAnalyzer is a powerful tool training only enhances your ability to gain from the insights it can provide.
Our Monthly trainings provide:
- A detailed walk-through of MortgageAnalyzer
- Ability to navigate the program and efficiently set up various types of analysis
- An awareness of all the additional training content available through the program, allowing you to become a MortgageAnalyzer pro!
Peer-to-Peer Bootcamp
Callahan Analytics: Peer-to-Peer Bootcamp is a two-day course designed for beginner to intermediate-level current Peer-to-Peer users or credit union executives who are interested in learning how performance benchmarking can help them do their job more efficiently.
You’ll leave the bootcamp with:
- A full understanding of Callahan’s Peer-to-Peer software including how to build and pull custom displays and reports.
- An idea of how to utilize Peer-to-Peer in your role at the credit union
- An official program certification.
