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.
Performance Measurement For Credit Unions
At Callahan & Associates, we believe that measuring performance provides the clarity and evidence credit unions need to drive strategic decisions.
That’s why our performance measurement tools are designed to help credit unions not only measure how well the institution is performing, but how much good their doing for members and communities.
CU Profiles
Free For All Credit Unions
Turning the industry’s call report data into meaningful insight often requires time, spreadsheets, and interpretation. CU Profiles turns credit union data into a practical tool so you can focus on decisions that move your institution forward.
With formatted, easy to interpret reports, you can quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.
Premium
Clear Performance Insight For Better Strategic Decisions
Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, Peer Suite provides a reliable foundation to see the full picture.
The platform includes more than a dozen curated Express Dashboards and hundreds of deeper-analysis Premium Displays that help you assess strengths and opportunities and tell a more compelling story of performance to support stronger strategic decisions.
Plus, with powerful tools like Projections and AI Analysis (beta), you can walk into conversations with the board and examiners ready to explain the story behind the data.
Peer+
Includes Access To Peer Suite & Peer+
Peer+ is a market-level performance view built on a geographic data foundation that helps you evaluate results in the context of the communities you serve. Compare lending and member engagement performance across local markets, identify underserved areas, and connect strategic decisions to measurable member value and mission outcomes.
For greater depth of insight, census tract mapping lets you review which specific neighborhoods, city blocks, and other localized populations are most impacted by the work you do within the context of the complete market you serve. This level of insight can help you isolate opportunity areas and develop geographically-targeted lending and marketing strategies to help grow your credit union’s community impact.
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
Performance Measurement
Gauge your credit union’s overall performance, compare it with peer and industry performance, and then discover strategic initiative opportunities.
Callahan’s performance measurement tools help you analyze both institutional financial analysis and market-level analysis.
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.