CREDIT UNION PROGRAMS
How We Serve Credit Unions
Your credit union has a unique mission to meet the needs of your members and the communities you serve. Finding the resources needed to support your initiatives and drive your institution forward can be tough on your own.
That’s why Callahan offers tools and networks to help support the credit union movement and bring like-minded individuals together. Whether you simply want to ensure your credit union is on top of the latest trends or you’re looking for innovative ways to grow your footprint, we can help.
Powering Insights
Peer benchmarking, market opportunities, and performance analysis empowers you to make informed strategic decisions.
Taking Action
Resources, education, and ideas that inspire you to tackle challenges, capture opportunities and serve members in a mission focused way.
Building Networks
Collaborative exchanges and best practice insights with other thought leaders that fuel innovation and ongoing connections to drive you forward.
Credit Union Programs
Start your data journey today and step up your strategy for tomorrow.
Are you basing your strategic initiatives on only your credit union’s year-over-year performance?
Join hundreds of your credit union peers who are leveraging comparative benchmarking and quarterly industry trends to move the needle.
Strategize with data. Empower your leaders with new insights.
Is your institution looking to breakdown departmental silos, streamline internal processes, and create common goals to reach strategic initiatives?
Empower your leaders with easy-to-learn benchmarking for all departments and gain insights from credit union peers sharing wins, lessons learned, internal automations, and more.
Join the credit union community pushing the movement forward.
Take your credit union to new heights.
Looking to make the biggest impact on your institution, members, and community?
Combine comparative performance data, industry education, and process improvement resources with the power of networking with like-minded challengers in the credit union community.
Callahan’s Peer Benchmarking Suite
Whether you’re a seasoned analyst or just getting started, Peer Suite makes it easy for any credit union leader to elevate research, uncover new opportunities, and develop strategies that fuel more impactful results.
Premium
- Benchmark performance against local, industry-wide, asset-based, and other peer groups to gather insights and context.
- Access dozens of curated dashboards with built-in data storylines and analysis tied to common metrics around strengths and weaknesses, board and departmental metrics, member value, and a 12-month performance calendar.
- Explore 500+ built-in charts, tables, and formatted reports designed to align with your institution’s strategic goals and performance metrics.
- Explore trends over time with ten years of credit union and bank call report data and five years of institutional-level HMDA. Plus, gain early access to the latest performance insights through Callahan’s FirstLook Program available weeks ahead of the public release.
- Create unlimited custom creations such as charts, dashboards, and peer groups to gain tailored insights for tracking and planning, audit prep, and board presentations.
- Run merger simulations to model potential scenarios, evaluate financial impacts, and identify opportunities for growth.
- Visualize possible future outcomes with projections that help forecast performance and budgets, guide strategic planning, and support informed decision-making.
- And More.
Plus
Access to all the data and functionality in Peer Suite’s Premium level:
- Benchmark performance against local, industry-wide, asset-based, and other peer groups to gather insights and context.
- Access dozens of curated dashboards with built-in data storylines tied to common metrics around strengths and weaknesses, board and departmental metrics, member value, and a 12-month performance calendar.
- Explore 500+ built-in charts, tables, and formatted reports designed to align with your institution’s strategic goals and performance metrics.
- Gain context behind the numbers with ratio definitions, star-rankings and performance analysis explanations.
- Explore trends over time with ten years of credit union and bank call report data and five years of institutional-level HMDA. Plus, gain early access to the latest performance insights through Callahan’s FirstLook Program available weeks ahead of the public release.
- Create unlimited custom creations such as charts, dashboards, and peer groups to gain tailored insights for tracking and planning, audit prep, and board presentations.
- Run merger simulations to model potential scenarios, evaluate financial impacts, and identify opportunities for growth.
- Visualize possible future outcomes with projections that help forecast performance and budgets, guide strategic planning, and support informed decision-making.
Plus:
- Discover new opportunities and gaps in the communities you serve by combining data from:
- HMDA.
- U.S. Census data.
- Macro-economic data.
- FEMA.
- And more.
- Gain exclusive access to Callahan’s Non-Interest Income (NII) data set not available anywhere else.
- And more.
Explore Callahan’s Credit Union Tools & Resources
Exclusive Client Content
Gain unrestricted access to content that keeps your organization on the forefront of industry trends. Each piece of content is hand-crafted by CreditUnions.com award-winning editorial team, exclusively for Callahan clients.
This Includes:
- Insider Articles
- Curated Content
- Publications
Data & Analytics
Gauge your credit union’s overall performance, compare it with peer and industry performance, and then discover strategic initiative opportunities.
Callahan’s Peer Suite offers access levels for any organization’s needs.
Policy Exchange
Save time by downloading operational documents, policies, templates, and other credit union resources you can use right away or modify to better fit your institutional needs.
Webinars
Dive deep with industry leaders to uncover what’s top of mind, what they’re focused on, and what’s to come. Experience topic-based panel discussions and client case studies live – with access to hundreds of past events in the on-demand library.
Roundtables
These events offer C-suite executives the chance to collaborate with like-minded leaders on upcoming strategies, discuss roadblocks and lessons learned, and connect on industry hot topics. Come for networking, leave feeling validated and inspired.
Report Assistance
With dedicated hours of analyst time each year, you can feel confident in your analysis efforts. Our analysts can build custom reports for you or help you create your own.