PEER SUITE FOR CREDIT UNIONS

Curated Performance Insights, Ready On Day One

Peer Suite for credit unions.
Performance is inherently subjective, especially in a not-for-profit, member-focused industry. That’s why Peer Suite brings greater objectivity to performance analysis through intuitive peer benchmarking, helping you clearly understand how your institution is performing and where new opportunities are emerging.

Explore the full library of built‑in benchmarking reports and dashboards across CU Profiles and Premium, along with curated content and AI-powered analytics features that help you turn data into decisions.

CU Profiles
Premium
Features

CU Profile Reports

Free For Credit Union Leaders

Turning the industry’s call report data into meaningful insight often requires time, spreadsheets, and interpretation. CU Profiles turns credit union data into a practical tool so you can focus on decisions that move your institution forward.

With formatted, easy to interpret reports, you can quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

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Premium Library

Free 30-Day Trial For Credit Union Leaders

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, Peer Suite provides a reliable foundation to see the full picture. The platform includes more than a dozen curated Express Dashboards and hundreds of deeper-analysis Premium Displays that help you assess strengths and opportunities and tell a more compelling story of performance to support stronger strategic decisions. Plus, with powerful tools like Projections and AI Analysis (beta), you can walk into conversations with the board and examiners ready to explain the story behind the data.

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Curated Express Dashboards Designed To Visualize Your Performance

 Premium Displays To Investigate What’s Driving Performance Results:

Financial Statement Breakdowns

Turn complex financial statements into clear performance stories.

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A clean way to walk through your credit union’s balance sheet and income statement, using Call Report-based views to explain what changed, what drove it, and what it means for your next decision.

These charts highlight trends and changes in key areas like loans, shares, asset quality, and earnings. This folder is designed to help credit unions understand how peers are managing liquidity, revenue generation, and member behavior.

Schedule a free demo of this folder and performance analysis session here.

Scoring Systems

Explore performance through member value and examiner-style frameworks.

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Peer Suite’s Scoring Systems folder equips leaders with the tools to assess performance holistically through:

Credit Union Performance Profile (CUPP): Inspired by the CAMELS framework, this scoring system provides a comprehensive view of the credit union’s financial health to support your exam preparation and operational goals.

Return of the Member (ROM): Dive deeper into your ROM score and evaluate how effectively your credit union delivers value compared with peers and where opportunity lies.

Financial Performance Reports (FPR): Instant access to the same FPRs provided by the NCUA, without the wait or manual requests. Plus, with Peer Suite you can go beyond traditional asset-based peer comparisons and analyze performance based on custom criteria.

Schedule a free demo of this folder and performance analysis session here.

Advanced Analysis

Analysis to support critical decisions, combining trends, peer context, and balance sheet risk.

ABOUT THIS FOLDER

This folder contains a set of deeper‑level analytical charts that extend beyond the traditional financial statements in the 5300 Call Report. The charts highlight areas such as liquidity management, productivity and efficiency, member engagement and growth, and other key ratios that help reveal underlying trends not immediately visible in the balance sheet or income statement.

The analysis in this folder provides a more complete view of institutional health and operational momentum and brings together metrics that support strategic planning.

Schedule a free demo of this folder and performance analysis session here.

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Merger Analysis

Evaluate merger opportunities with confidence and clarity. 

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Tools to simulate and evaluate potential merger partners with confidence, using side-by-side comparisons and modeled “what if” outcomes so you can understand strategic fit and likely operational and financial impact.

Schedule a free demo of this folder and performance analysis session here.

Bank Comparisons

Benchmark beyond the credit union system with easy-to-use bank comparative analysis.

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While credit unions operate differently than banks, banks remain powerful competitors in the commoditized financial services space. Peer Suite’s Bank Comparison folder helps leaders view bank performance alongside its own to provide valuable context in the local area and national trends.

Schedule a free demo of this folder and performance analysis session here.
Peer Suite for credit unions.

HMDA Originations

Strengthen mortgage strategy with institution‑level insight. 

ABOUT THIS FOLDER

Mortgage benchmarking built on HMDA, helping you compare lending performance, identify market opportunities, and support fair-lending conversations with clear peer context on an institution-by-institution basis.

Includes displays such as scorecards, approval and funding rates, reason‑for‑denial breakdowns, borrower profiles, and lender rankings.

Schedule a free demo of this folder and performance analysis session here.

U.S. Macroeconomic Benchmarks

Put performance in economic context.

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Interest rates, labor market shifts, housing affordability, inflation trends, and delinquency rates across the broader financial system all have direct and indirect impacts on performance.

Connect your credit union’s results to what is happening in the broader economy by benchmarking against national indicators like rates, unemployment, and delinquency trends.

Schedule a free demo of this folder and performance analysis session here.

Non-Interest Income Data

Access NII insights not available through call reports.

ABOUT THIS FOLDER

This is the home for Callahan’s Non‑Interest Income study, built from credit union‑contributed data across 17 detailed categories, not available in Call Reports. Analyst‑reviewed and standardized, this data lets you benchmark individual NII streams, understand how peers are adapting, and inform revenue strategies with clarity and direction. Note: This folder is included at no extra subscription cost, but access to its insights does require data submission from your institution.

Schedule a free demo of this folder to learn more about the study and how participation works.

Where Performance Data Becomes Context

Peer Suite offers more than dashboards and displays. It brings context, clarity, and narrative support to every part of your performance analysis.
 Learn more about features across Peer Suite’s credit union access levels here or start a conversation with Callahan below.

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Take the Next Step Toward Clearer, Faster Performance Insights

Every credit union’s story is unique. A conversation with our team can help you explore how Peer Suite’s dashboards, displays, and analysis tools can support your goals, your board discussions, and your planning process. Connect with Callahan & Associates to learn more about Peer Suite for credit unions.

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