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.
| Bundle Includes: | |
|---|---|
| Performance Benchmarking with Peer Suite | ✔ |
| Exclusive Client Content | ✔ |
| Policy Exchange | |
| Webinars | |
| Executive Roundtables | |
| Analyst Hours | |
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.
| Bundle Includes: | |
|---|---|
| Performance Benchmarking with Peer Suite | ✔ |
| Exclusive Client Content | ✔ |
| Policy Exchange | ✔ |
| Webinars | ✔ |
| Executive Roundtables | |
| Analyst Hours | |
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.
| Bundle Includes: | |
|---|---|
| Performance Benchmarking with Peer Suite | ✔ |
| Exclusive Client Content | ✔ |
| Policy Exchange | ✔ |
| Webinars | ✔ |
| Executive Roundtables | ✔ |
| Analyst Hours | ✔ |
Callahan’s Peer Benchmarking Suite
Whether you’re a seasoned analyst or just getting started, the Peer Suite makes it easy for any credit union leader to elevate research, uncover new opportunities, and develop strategies that fuel more impactful results.
Peer Express
- 5 years of historical credit union data for performance benchmarking.
.. - Quickly and easily get a read on your credit union’s overall performance.
. . - Export built-in performance dashboards for your board and other departments.
. - Leverage star-rankings and performance analysis explanations to better understand the context behind the data.
. - Build strategic plans backed by data.
Peer Premium
- Leverage everything in Peer Express (Like dashboards, star rankings, and performance analysis).
.. - Access 500+ built-in visualizations, tables and formatted reports to support your institutions goals.
.. - Create unlimited custom displays, dashboards, and folders.
.. - Analyze potential merger opportunities.
.. - Take advantage of more data including:
- 10 total years of credit union data.
- 10 total years of bank data.
- 5 total years of institutional level Home Mortgage Disclosure Act (HMDA) data.
Peer+
Access to all levels and functionality of the Peer Suite like:
- Built-in dashboards, star rankings, and performance analysis.
- 500+ built-in visualizations, tables and formatted reports to support your institutions goals.
- Create unlimited custom displays, dashboards, and folders.
- Analyze potential merger opportunities.
- 20 total years of credit union data.
- 20 total years of bank data.
- 5 total years of institutional level Home Mortgage Disclosure Act (HMDA) data.
Plus:
..
- Upload your own data sets
- Leverage MarketAnalyzer to discover new opportunities and impacts on the communities you serve combining more data from:
- HMDA.
- U.S Census data.
- Macro-economic data.
- Exclusive access to Callahan’s Non-Interest Income (NII) data set not available anywhere else.
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 Special Content Hub Includes:
- Insider Articles
- Curated Content
- Publications: Strategy & Performance, Market Share Guides, And special survey results
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.
Analyst Hours
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.