PEER SUITE FOR SUPPLIERS

Turn Credit Union Data Into Sales Context, Targeting, And Credibility

Peer Suite For Suppliers.
Peer Suite gives suppliers an institution-level view of credit union financial performance, built on industry call report data and enhanced with deep peer benchmarking and AI-powered analysis. It is where teams can build strategic targeting lists, research individual credit unions to understand their business priorities, supplement CRM intelligence with current vendor partners and names of key executive contacts for effective outreach, and prepare informed, relevant sales and marketing messaging.
Peer Suite For Suppliers.
Explore the full library of built-in benchmarking reports and curated dashboards across CU Profiles, Express and Premium, along with AI-powered analytics features, and performance projections that help you turn data into decisions.

Profiles
Express
Premium
Features

CU Profile Reports

Entry-Level Insight For Supplier Prospecting

CU Profiles is your starting point for creating tailored prospecting lists and researching credit union performance data.

It transforms industry call report data, along with proprietary executive and vendor partner data, into formatted, easy-to-interpret reports that give supplier teams fast clarity into how a credit union is performing before the first conversation.

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Express Library

Turn Credit Union Performance Data Into Client Insight

Express is built for insight and storytelling. It enables suppliers to understand how credit unions perform relative to peers, interpret results within industry context, and create narrative-driven presentations that support informed, credible executive conversations. The focus is on clarity, perspective, and helping clients make sense of their performance within the broader credit union landscape.

With curated dashboards organized around key themes, this level supports analysis across asset tiers and business models, helping suppliers see patterns and opportunity over time.

Premium Library

Deep Analysis To Support Sales And Executive Conversations

Premium includes everything in Profiles and Express, plus the full depth and customizability of Peer Suite’s analytical dashboards and displays. This level is designed for supplier teams that need to understand not just how a credit union is performing, but why, and what that performance signals about future needs and priorities.

With advanced tools like Projections and dashboard AI Analysis (Beta), Premium helps you anticipate opportunities, tailor recommendations, and elevate conversations with senior executives using objective, peer-backed insight.

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Financial Statement Breakdowns

Turn complex financial statements into clear performance stories.

ABOUT THIS FOLDER

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

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.

ABOUT THIS FOLDER

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. 

ABOUT THIS FOLDER

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.

ABOUT THIS FOLDER

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.

Callahan’s analyst team has standardized metrics across two different reporting systems so comparisons are accurate, meaningful, and market‑relevant.

Schedule a free demo of this folder and performance analysis session here.
Peer Suite For Suppliers.

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.

ABOUT THIS FOLDER

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 credit union 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.

Where Performance Data Becomes Context

Peer Suite offers more than dashboards and displays. It brings context, clarity, and narrative support to every stage of the supplier sales process, from prospecting and segmentation to executive presentations and long-term account planning. Explore features available across access levels or start a conversation with Callahan to discuss how supplier teams use Peer Suite to sell smarter and engage credit unions more effectively.

Compare Peer Suite's Levels
Connect With Callahan

Take The Next Step Toward Smarter Credit Union Engagement

A conversation with our team can help you explore how Peer Suite’s institution-level data, benchmarking tools, and analysis features support your prospecting strategy, sales conversations, and client relationships.

Connect with Callahan & Associates to start the conversation.

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