Deciding Which Access Level Is Right For You
Callahan & Associates’s Peer Suite brings all our classic performance benchmarking tools into a single user-friendly platform.
While each level builds in complexity of data, added visualizations, and features designed to help you in reach the right credit union prospects and build effective and informed outreach strategies – every leader at your company has different needs and tasks to accomplish.
We’re here to help you find the level that meets your specific needs – even if you have access to all four levels in the Peer Suite.
Peer Profiles Is Best For Those Looking To:
- Perform top-level financial research on a credit union.
- Create quick and easy sales and marketing targeting lists.
- Leverage a handful of built-in reports to compare a prospect’s performance to best position your services for the needs of the credit union.
- Gather key information prior to your outreach, including key executives and vendor partners.
Peer Express Is Best For Those Looking To:
- Access a deeper level of prospect financial wellness with built-in dashboards designed to help you better understand credit union departments, member value, and performance strengths and weaknesses.
- Leverage educational components to speak credit union lingo with ease and gain a better understanding of what’s important for your prospects.
- Easily export tables, displays and dashboards to boost your presentations and share targeted lists with your team.
- Onboard staff new to the team or those looking to better understand their audience and industry.
Peer Premium Is Best For Those Looking To:
- Take advantage of targeted list creation, educational features, and top-level research features of Peer Profiles and Peer Express, along with custom creation for added flexibility.
- Deepen and diversify your research and product positioning with 10 years of historical credit union and bank data, as well as institutional-level mortgage origination data.
- Ability to create more sophisticated and niche peer groups/prospecting lists with unlimited metrics of your choice and all Callahan’s filters for vendor partners.
- Create your own displays to show where your services could improve a prospect’s bottom line, and organize dashboards filled with displays to re-use for a variety of pitches.
Peer+ Is Best For Those Looking To:
- Take advantage of everything you can accomplish in lower tiers of the Peer Suite with more powerful functionality and data.
- Better understand how your products and services not only benefit the credit union, but the members and communities they serve with market integrated U.S Census and deposit dynamic data.
- Access detailed HMDA data and prospect performance in the market to build effective outreach strategies.
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