by Jack Rawlins | Aug 26, 2025 | Benchmarking, Data, Peer+, Strategy
Credit union executives and finance leaders face an increasingly complex task: explaining financial performance in a way that is both accurate and actionable. Traditional benchmarking approaches focus on two perspectives: Internal Trends – How your own institution’s...
by Hannah Kaslow | Aug 15, 2025 | Data, Peer+, Research
What Performance Stories Are Your Peer Groups Telling? Too often, benchmarking is treated as a scorecard — a way to check performance against peers for board prep, audits, or strategic planning discussions. But the choice of peer group matters, it can help you tell a...
by Hannah Kaslow | Aug 30, 2024 | Consulting, Data, Peer+, Research, Strategy
For credit union suppliers to be considered indispensable, it’s more important than ever to know their clients’ and prospects’ businesses inside and out. Credit unions are looking for more than just basic products and services from their suppliers – they...
by Hannah Kaslow | May 31, 2024 | Data, Peer+
The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations. Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and...
by Hannah Kaslow | May 9, 2024 | Data, Peer+
In today’s changing financial landscape, credit unions face a host of challenges when it comes to maintaining stability and ensuring member protection. Recently, the National Credit Union Administration (NCUA) outlined its supervisory priorities for 2024,...
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...
