PERFORMANCE MEASUREMENT
FOR SUPPLIERS

Reach More Credit Unions With Data Intelligence

At Callahan & Associates, we believe that understanding credit union performance is essential for organizations that support, serve, and partner with the industry. Performance measurement for suppliers.

That’s why our performance measurement tools are designed to help you better understand your existing clients, identify and prioritize prospective credit unions, and bring credible industry context into sales, marketing, compliance, and strategy conversations.

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Powering Smarter Outreach And More Relevant Conversations

From early prospecting to executive-level discussions, industry suppliers use our tools to:

Measure
Credit Union Performance

Benchmark To Gather Context & Insights

Create Custom Sales & Marketing Lists

U

Identify Vendor Partners & Executive Names

Create Elevated Sales Presentations

Conduct Competitive Market Research

Spend Less Time Finding Data And More Time Using It

Organizations that support the credit union industry rely on timely, credible data to reach the right institutions with the right message. Callahan makes it easy to access trusted performance and market insight without heavy manual work, so you can focus on execution and conversation quality rather than data collection. Explore the reports, dashboards, and features built into Peer Suite and Peer+ below.
Performance measurement for suppliers.

Institution-Based Financial Analysis

Credit unions measure success differently, and the best partners recognize that nuance. Your clients balance growth, engagement, earnings, and member giveback based on their unique goals and membership. For suppliers, industry context enables leaders to guide those conversations credibly.
Peer Suite provides that context.Built on call report data and enhanced with peer benchmarking and AI-powered analysis, this user-friendly analytics platform helps you research individual credit unions, benchmark and interpret performance, identify prospects, and prepare for executive-level conversations.
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Market-Based Analysis

Credit union success is shaped not only by internal performance, but by the markets and communities an institution serves. Understanding the context of each institution’s unique story, and the communities behind it, is essential for suppliers advising and supporting credit union growth.

Built on mortgage lending data, branch locations, census benchmarks, and defined market geographies, Peer+ enables suppliers to evaluate market presence, assess competitive density, and identify sales opportunities shaped by geographic and demographic conditions, down to the census tract level.

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Trusted by Your Peers

“As a former credit union CFO and CPA firm audit partner, I’ve experienced the advantage of using Peer Suite in the audit planning process.

The insightful financial performance nuggets gleaned from the platform not only enable a more risk-based audit approach, but importantly enable the audit staff to conduct meaningful conversations with credit union clients, often resulting in the cross sale of various consulting services.

I can’t imagine conducting an audit or consulting engagement without the knowledge gained from Peer Suite. If you’re not using it – you’re missing out.”

Mike Sacher

Credit Union Consultant, Former Credit Union EVP/CFO, McGladrey/O’Rourke Sacher & Moulton Audit Partner

Find The Right Level For Your Goals

Each level builds on the last, giving you additional ways to explore performance, add context to sales and marketing messaging, and turn insight into action.

Schedule a conversation with Callahan’s credit union advisors to learn more.

Connect With Callahan

Data Sets

NCUA 5300 Call Reports

FFIEC Call Reports

CU Tech Suppliers & Services

CU Executive Contacts

Credit Union & Bank Branch Data

U.S. Macroeconomic Data

Non-Interest Income Data

Institutional-Level HMDA

Profiles

Profiles

5 Years

Express

Express

5 Years

Premium

Premium

20 Years

5 Years

Peer+

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Built-In Peer Groups

All U.S. Credit Unions 

Asset-Based Credit Unions

All U.S. Banks 

Asset-Based Banks

Profiles

Express

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Custom Peer Groups

Criteria-Based Peer Groups 

Institution-Based Peer Groups

Smart Peer Group Builder

Build A Merger

Upload Peer Group List

Profiles

Express

Basic

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Built-In Reports

Credit Union Profile Reports

Express Dashboards

Premium Displays

Profiles

Express

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Custom Reports 

Create Charts & Tables

Create Dashboards & Folders

Create A Merger Analysis

Create Formula Macros

Create Smart Codes

Profiles

Express

Premium

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Tools For Analysis

Formula Breakdown

Ratio Definitions

Performance Analysis Explainers

AI Analysis (Beta)

Custom Notes

Projections

Custom Logos & Color Palettes

Profiles

Limited

Express

Limited

Premium

Displays & Full Dashboards

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Share & Export

Exports

Automated Email Delivery

Data Connector

Share Custom Peer Groups

Share Custom Charts & Reports

Profiles

Excel, Print, PDF

Express

Excel, Print, PDF

Premium

Excel, Print, PDF, PPT, JPEG

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Training & Support

Real-Time Support

Knowledgebase

Online Foundations Course

Live Monthly Virtual Office Hours

Peer Suite Workshops

Profiles

Email & Live Chat

Express

Email & Live Chat

Premium

Email & Live Chat

Peer+

 

Includes Everything In Peer Suite, Plus Access To Market-Based Analysis In The Peer+ Experience

What's Included In Peer+

Includes Access To Peer Suite & Peer+

Mortgage-Level HMDA

U.S Census & Demographic Data

Credit Union & Bank Branch Data

U.S Macroeconomic Data

Build Markets By State, County & Tract

12 Built-In Dashboards

Dozens of Market Data Tables

Formula Breakdowns

Custom Notes

Excel & PPT Exports

Share Markets With Others

Paid Market Analysis Plan

Peer+

Request A Demo

5 Years

Explore How Our Tools Fit Your Teams Needs

A conversation with our team can help you explore how our tools can support your goals.

Connect with Callahan & Associates to learn more about performance measurement for suppliers.

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