CREDIT UNION DISCLOSURES
What’s Included In Your Subscription
Professional For Credit Unions
Callahan Data & Analytics : Access to Callahan’s Peer Suite of financial performance benchmarking and market research platforms*. Dependent on the access level elected in your agreement (Premium or Plus), you can build custom trended peer analysis, assess retail branch performance, evaluate your mortgage lending competition, and much more.
Callahan Webinars: Live and archived executive web seminars that provide professional development for your leadership team in a self-guided format. Provide access to your next generation of leaders to equip them with context and insight as well.
Callahan Policy Exchange: A large repository of policy and procedure documentation shared by your fellow Callahan credit unions under a collaborative license. Download an unlimited number of documents and upload your own to contribute to the collective knowledge base.
Callahan Executive Roundtables: In-person collaborative discussions and networking for each executive core discipline. Roundtable sessions occur within a 24-hour period at various U.S. metro locations throughout the year and are exclusive to Callahan credit union clients. Four (4) roundtable seats are included with your subscription.
Callahan Analyst Hours: An allowance of retained analyst time (20-hour block per subscription year) for in-depth training, custom query and report building, or automation. Let a Callahan expert help you complete the task.
Callahan Exclusive Client Content: Callahan provides specific editorial research and exclusive content for each credit union executive core discipline and delivers the research in an easily accessible web format. Access Exclusive Client Content, Callahan Directory, Credit Union Strategy & Performance, Callahan Collections, and our Market Share Guides through your Callahan Portal login. Receive unlimited digital access and up to five (5) printed copies of each publication.
Callahan Support: Choose the support method that suits your needs best: phone, email, live chat, Callahan’s support website, or our monthly live webinar training sessions.
*Includes access to Callahan’s classic performance benchmarking tools until final evolution into the Peer Suite.
Advanced For Credit Unions
Callahan Data & Analytics: Access to Callahan’s Peer Suite of financial performance benchmarking and market research platforms*. Dependent on the access level elected in your agreement (Premium or Plus), you can build custom trended peer analysis, assess retail branch performance, evaluate your mortgage lending competition, and much more.
Callahan Webinars: Live and archived executive web seminars which provide professional development for your leadership team in a self-guided format. Provide access to your next generation of leaders to equip them with context and insight as well.
Callahan Policy Exchange: A large repository of policy and procedure documentation shared by your fellow Callahan credit unions under a collaborative license. Download an unlimited number of documents and upload your own to contribute to the collective knowledge base.
Callahan Exclusive Client Content: Callahan provides specific editorial research and exclusive content for each credit union executive core discipline and delivers the research in an easily accessible web format. Access exclusive content, Callahan Directory, Credit Union Strategy & Performance, Callahan Collections, and our Market Share Guides through your Callahan Portal login. Receive unlimited digital access and up to five (5) printed copies of each publication.
Callahan Support: Choose the support method that suits your needs best: phone, email, live chat, Callahan’s support website, or our monthly live webinar training sessions.
*Includes access to Callahan’s classic performance benchmarking tools until final evolution into the Peer Suite.
Standard For Credit Unions
Callahan Data & Analytics: Access to Callahan’s Peer Suite of financial performance benchmarking and market research platforms*. Dependent on the access level elected in your agreement (Express, Premium or Plus), you can build custom trended peer analysis, assess retail branch performance, evaluate your mortgage lending competition, and much more.
Callahan Exclusive Client Content: Callahan provides specific editorial research and exclusive content for each credit union executive core discipline and delivers the research in an easily accessible web format. Access exclusive content, Callahan Directory, Credit Union Strategy & Performance, Callahan Collections, and our Market Share Guides through your Callahan Portal login. Receive unlimited digital access and up to five (5) printed copies of each publication.
Callahan Support: Choose the support method that suits your needs best: phone, email, live chat, Callahan’s support website, or our monthly live webinar training sessions.
*Includes access to Callahan’s classic performance benchmarking tools until final evolution into the Peer Suite.