by Hannah Kaslow | May 10, 2023 | Data, Peer+, Research
Every CU 5300 Call Report – Instantly And Seamlessly. If your goal is to reach more credit unions with your products and services, you likely know all too well how long it takes to pull 5300 Call Reports for dozens of prospects to fuel your sales pipeline and...
by Hannah Kaslow | May 10, 2023 | Peer+, Uncategorized
Is your team spending countless hours manually pulling reports and compiling data for your credit union prospects? Are you looking for a more efficient way to collaborate with your team and onboard new members? Callahan’s Peer Suite helps credit union suppliers...
by Hannah Kaslow | Apr 17, 2023 | Data
What Is Benchmarking? Benchmarking is the interpretation and analysis of financial information in order to make direct performance comparisons to other credit unions, banks, and customized peer groups. It enables a credit union to track internal goals, identify...
by Hannah Kaslow | Mar 31, 2023 | Data, Peer+
While benchmarking your performance against asset-based peer groups has value, relying strictly on asset size for peer group analysis can skew your benchmarks by including credit unions that don’t share much in common with your institution. Just take a look at this...
by Hannah Kaslow | Mar 24, 2023 | Data, Peer+, Strategy
Navigating Tough Questions: How to Address Board Members’ Concerns about Financial Performance As a credit union leader, you understand that one of your most important responsibilities is to articulate your credit union’s financial performance to the...
