by Callahan Marketing Team | Jul 28, 2023 | Data
There are thousands of data points you can share with your board about your credit union’s performance, the industry, and the economy. The challenge is identifying which key ratios are most important to your credit union. If you’re looking for a list of key ratios and...
by Hannah Kaslow | Jul 10, 2023 | Data, Peer+
At Callahan & Associates, we understand that smaller credit unions often face challenges in benchmarking their performance against their peers due to limited resources, budgets, and time constraints. That’s why we created a simple, streamlined level in our...
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 | 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...
