PERFORMANCE MEASUREMENT
FOR CREDIT UNIONS

Clear Performance Insight For Better Strategic Decisions

At Callahan & Associates, we believe that measuring performance provides the clarity and evidence credit unions need to drive strategic decisions.

That’s why our performance measurement tools are designed to help credit unions not only measure how well the institution is performing but enable them to interpret data to tell a more complete story about where the credit union stands and where it can go next.

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, you’ll have a reliable foundation to see the full picture.

Start your free 30-day trial of Peer Suite to experience the industry’s go-to platform for credit union performance measurement.

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From Benchmarking To Boardroom Insight

From strategic planning to boardroom discussions, credit union leaders use Peer Suite to:

Measure 
Credit Union Performance

Benchmark Against
True Peers

Budget & Track Towards Organizational Goals

Gather Context To Articulate Strengths & Opportunities

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Visualize Complex Data From Multiple Sources In A Matter Of Seconds

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Identify Member, Market & Merger Opportunities

Export & Automate Reports For Discussions

Curated Insights, Ready When You Are

Credit unions rely on clear information to guide their work. We make it easy to locate the insights that matter, so you can use them to make decisions that move the institution forward. Explore the reports, dashboards, and features built into Peer Suite & Peer+ below.

 

Institution-Based Financial Analysis

Success looks different for every credit union. The right balance of growth, earnings, engagement, and member giveback depends on each credit union’s goals. What leaders need most is context to understand what success realistically looks like.
 
Peer Suite delivers that context. Built on call report data and enhanced with peer benchmarking and analysis, this user-friendly analytics platform helps credit union leaders compare performance, set realistic goals, visualize outcomes, and uncover opportunities through built-in reporting and AI-powered insights.
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Market-Based Analysis

Credit union success is shaped not only by internal performance, but by the communities it serves. Growth opportunities, member access, competitive pressure, and community impact vary by geography, and without clear market context, it’s difficult to understand how effectively it’s serving current and potential members.
 

Built on a geographic foundation and enhanced with branch- and mortgage-level insight, Peer+ helps leaders identify market performance, gaps, and opportunities so they can make data-backed decisions that better serve members and communities.

View The Library

40+ Years of Performance Measurement Leadership

For more than four decades, Callahan & Associates has helped credit unions understand performance and use clearer insights to make informed decisions that support the institution and its members.

Credit Union Clients

League Relationships

%

~Of Industry Assets Represented

Data Users

Find The Right Level For Your Goals

Each level builds on the last, giving you additional ways to explore performance, add context, and turn insight into action.
Schedule a conversation with Callahan's credit union advisors to learn more.

Connect With Callahan

Data Sets

NCUA 5300 Call Reports

FFIEC Call Reports

CU Technology Suppliers & Services

CU Executive Contacts

Credit Union & Bank Branch Data

U.S. Macroeconomic Data

Non-Interest Income Data

Institutional-Level HMDA

Free Financial Analysis Plan

CU Profiles

Registration Coming Soon!

CU Profiles

5 Years

Paid Financial Analysis Plan

Premium

Start 30-Day Trial

Premium

20 Years

5 Years

Paid Market Analysis Plan

Peer+

Request A Demo

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Built-In Peer Groups

All U.S. Credit Unions 

Asset-Based Credit Unions

All U.S. Banks 

Asset-Based Banks

CU Profiles

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Custom Peer Groups

Criteria-Based Peer Groups 

Institution-Based Peer Groups

Smart Peer Group Builder

Build A Merger

Upload Peer Group List

CU Profiles

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Built-In Reports

Credit Union Profile Reports

Express Dashboards

Premium Displays

CU Profiles

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience 

What's Included In Peer+

Custom Reports

Create Charts & Tables

Create Dashboards & Folders

Create A Merger Analysis

Create Formula Macros

Create Smart Codes

CU Profiles

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Tools For Analysis

Formula Breakdown

Ratio Definitions

Performance Analysis Explainers

AI Analysis (Beta)

Custom Notes

Projections

Custom Logos & Color Palettes

CU Profiles

Limited

Premium

Displays & Full Dashboards

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Share & Export

Exports

Automated Email Delivery

Data Connector

Share Custom Peer Groups

Share Custom Charts & Reports

CU Profiles

Excel, Print, PDF

Premium

Excel, Print, PDF, PPT, JPEG

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Training & Support

Real-Time Support

Knowledgebase

Online Foundations Course

Live Webinar Support

Report Assistance

Peer Suite Workshops

CU Profiles

Email

Quarterly

Premium

Email & Live Chat

Monthly Office Hours

With Professional Subscription

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

 

What's Included In Peer+

Includes Access To Peer Suite& Peer+

Mortgage-Level HMDA

U.S Census & Demographic Data

Credit Union & Bank Branch Data

U.S Macroeconomic Data

Build Markets By State, County & Tract

12 Built-In Dashboards

Dozens of Market Data Tables

Formula Breakdowns

Custom Notes

Excel & PPT Exports

Share Markets With Others

Paid Market Analysis Plan

Peer+

Request A Demo

5 Years

Trusted by Your Peers

❝Peer Suite’s tool provides me with rapid insight into metric calculations, facilitating a more thorough comparative analysis between Delta Community and other credit unions. It’s been instrumental in enhancing our decision-making process.❞

Donald Mears, Strategy Manager, Delta Community Credit Union

❝Peer Suite has become an indispensable tool for monitoring our financial health, ensuring competitiveness, and identifying performance trends. With pre-packaged reports, we spend less time analyzing and more time executing. It truly helps guide management discussions, especially in identifying performance gaps or market shifts.❞

David Tuyo, President/CEO, Peak Credit Union

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 our tools can support your goals, your board discussions, and your planning process. Connect with Callahan & Associates to learn more about performance measurement for credit unions.

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