Coming Mid-February 2023

The Future Of The Peer Suite & Rebranded Supplier Programs

To our dedicated credit union supplier clients:

Over the last couple of years, we’ve been hard at work developing a re-imagined performance benchmarking platform called the Peer Suite to bring all your credit union prospecting and research needs to one convenient place.

We’re excited to share that the Peer Suite will launch 4 access levels mid-February as we continue to bring our tools to one single platform.

Current clients of Callahan will be migrated into the access levels based on current subscription so you can enjoy the tools you love with a better experience. You won’t be charged any more than you pay for Callahan services today unless you choose to upgrade in the future or at renewal.

Over the next few weeks, we will be reaching out directly to the primary contacts at your organization to share more details and training opportunities for your staff.

Peer Suite (Beta)

Introducing: Access Levels

Overview Of The Peer Suite:

Callahan’s Peer Suite empowers credit union leaders to make key strategic decisions and uncover new ways to grow and better serve its members in one easy to use platform. Featuring different access levels, Peer Suite will allow credit unions of all sizes and needs find a data solution to help reach their goals and better serve their members and communities.

Overview Of Peer Suite Access Levels:

Peer Profiles:
Similar to the data and reports you may have used on CreditUnions.com through the Search & Analyze tool, Peer Profiles allows you to view a credit union’s financial snapshot, uncover vendor relationships, identify key executives, and create targeted lists. This easy-to-use and simplified solution offers suppliers a one-stop-shop to reach more prospects.

New! Peer Express:
With everything in Peer Profiles, Peer Express features built-in dashboards with integrated star ratings, ratio definitions, and performance analysis guidance to help you quickly gauge the overall health of your prospects and clients. With no need for a strong working knowledge of the call report, this option gives suppliers, this option gives suppliers deeper insight for creating highly targeted outreach strategies.

New! Peer Premium:
Leverage everything in Profiles and Express plus more data (CU, Bank, and HMDA), hundreds of built-in displays, the ability to create your own displays and dashboards. This access level is designed for leaders looking for more creative flexibility to make stronger strategic decisions, deep dive into a credit unions performance, while empowering their sales and marketing teams with the tools they need to succeed.

Peer+:
Including everything from the lower access levels, Peer+ is an all-around solution to help suppliers achieve elevated research and messaging to close deals and grow deep and meaningful relationships with credit union clients.

With the ability to analyze your prospects market and incorporate U.S Census Data and demographic data into your research – this access level gives your teams deep insights into how your products and services not only help credit unions, but the members and communities they serve.

Register now for our first Peer Suite Training live webinar on Feb 21st to learn:

- - How to navigate the Peer Suite platform and its access levels.
  - How it leverages the main data source, the 5300 Call Report.
  - Selecting a primary and comparison
  - Creating custom peer groups (Peer Premium & Plus Features).
  - Creating custom displays (Peer Premium & Plus Features).

Frequently Asked Questions:

Will my subscription with Callahan change/will I be charged more?

While Callahan subscription programs are being tweaked to support the future of our performance benchmarking tools, we’ve made it a priority to ensure our dedicated clients will still have access to the products and services you rely on, with the addition of migrating you to the correct access level for the Peer Suite.

While every client has unique needs and services, we’ll be reaching out to share more details pertaining to your subscription and access level.

What about Peer Classic, CUTarget and BranchAnalyzer?

While we are still in the beta phase of building the Peer Suite, you will still have access to our other products until we’ve fully integrated those tools into the Peer Suite. At which time we will communicate with users and show you how to get the reports you need from Peer Suite.

How Will I Know What Access Level My Company Is Being Migrated To?

We’ve begun reaching out to our primary contacts at each company to share this information. If you aren’t sure if you’re the primary contact, or you are and have not received emails from Callahan by Feb 10th, please reach out to your account manager located on the Callahan Portal.

What if we have questions or concerns about the access level we’ve been migrated to?

Please reach out to your account manager or email support@callahan.com.

Can Our Credit Union Upgrade Access Levels?

Yes! We hope that you see the value in having access to a wide range of complex data to integrate into your organization’s strategies.

While you can reach out to your account manager directly, you’ll also notice when on Peer Profiles, Express or Premium that certain features or folders will be locked. You’ll have the opportunity to learn more about what’s not available and complete a contact form to let your Account Manager know you’d like to know more about it.

You’ll have the opportunity to learn more about what’s not available and complete a contact form to let your Account Manager know you’d like to know more about it.

Have More Questions?
We know change takes time! We’re happy to answer questions to support you and your organizaton. Please reach out to us at support@callahan.com to connect with your account manager.