DATA & ANALYTICS

Looking To Reach More Credit Unions?

Callahan’s Peer Suite Can Help.

Callahan’s Peer Suite empowers credit union suppliers to build effective strategies, uncover new ways to better target their audience, and streamline sales and marketing efforts.

Whether you’re seasoned in the credit union industry or just getting started, the Peer Suite makes it easy to elevate your prospecting research and deliver pitches that resonate with your audience.  

How We Help Credit Union Suppliers

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Create custom prospect lists

Identify key executive contacts

Enhance and brand sales presentations

Uncover vendor partners and tech offerings

Gain prospect and client intelligence

Decode data insights with built-in analysis tools

Leverage Peer Suite To Become The Partner Clients Trust.

For credit union suppliers to be considered indispensable, it’s more important than ever to know their clients’ and prospects’ businesses inside and out. Learn more about how suppliers are using Peer Suite to reach and serve credit unions.

“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

No Matter Your Organization’s Size Or Needs,

We’ll Help Find A Level That’s Right For You.

Profiles

An easy solution to view a credit union snapshot (finances, vendors, and key executives) and building no-frill marketing and sales lists.

Express

Best for those who want a simple solution that also offers a path to understanding credit union health and opportunities based on easy to use and already created dashboards.

Premium

Looking to be inspired by a wealth of data and empowered to take the reins into your own hands? Peer Premium has the tools you need to drive results.

Plus

Tap into market analysis and demographic data to build strategies that elevate your pitches.

Compare Peer Suite Access Levels

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Data Sets

Profiles

Express

Premium

Plus

Credit Union Call Reports
Current
5 Years
10 Years
20 Years
Credit Union Technology Supplier Partners*
Credit Union Technology Services Offered*
Credit Union Executive Contacts*
Credit Union & Bank Branch Data
 
 
Total Branches
Total Branches, Deposit Data, Branch Locations In Market Share Reporting
Bank Call Reports
 
 
10 Years
20 Years
Home Mortgage Disclosure Act (HMDA)
5 Years; Aggregated At Institutional Level
5 Years; Aggregated At Institutional Level AND in Market Share Reporting Mortgage Level Detail
U.S Macroeconomic Data
U.S Census & Demographic Data
Upload Your Own Data

 *Credit union technology suppliers, technology services, and executive contact data sets are sourced through our network’s participation. We rely on our network to contribute and update on a regular basis.

 

Built-In Library

Profiles

Express

Premium

Plus

Built-in Peer Groups
10 Credit Union Peer Groups
10 Credit Union Peer Groups
20 Credit Union & Bank Peer Groups
20 Credit Union & Bank Peer Groups
Built-in Credit Union Performance Reports
Built-in Dashboards
  • Department
  • Member Value
  • Strength and Weakness
 
Built-in Displays
(Over 300!)
Market Share Reporting

 

 

Customize Your Performance Reports

Profiles

Express

Premium

Plus

Create Simplified Target List
(CU financial, executive, loans, shares, performance ratios)
 
 
 
Create Unlimited Custom Dashboards
 
 
Create Unlimited Custom Displays/Target Lists
 
 
Create Unlimited Custom Merger Scenarios
 
 
Create Unlimited Custom Maps In Market Share Reporting
 
 
Chart Modification:
Data Labels
Chart Modification:
Trend Length
Current Data Only
3 and 5 Year Options
3, 5 and 10 Year Options
AND Custom Date Range
3, 5 and 10 Year Options
AND Custom Date Range
Chart Modification:
Cycle Frequency
Annual
Annual
Quarterly, Semiannual and Annual
Quarterly, Semiannual and Annual
Chart Modification:
Custom Color Palettes
Projections
 
 

 

 

Customize Your Peer Groups

Profiles

Express

Premium

Plus

Build Peer Group By Criteria
Geographic
Financial Metrics
  • Assets
  • Loans
  • Members
  • Asset Growth
  • Loan Growth
  • Member Growth
  • Assets
  • Loans
  • Members
  • Asset Growth
  • Loan Growth
  • Member Growth
Unlimited
Unlimited
Field Of Membership (FOM) & Charter Type
 
 
Vendor Suppliers

(Data processors, auditors, mobile banking, and more)

Filter By Data Processors
Filter By Data Processors
Unlimited
Unlimited
Select By Institution

 

 

Share Your Performance Reporting

Profiles

Express

Premium

Plus

Export
Share PGs In-Platform
Schedule Automatically Emailed Reports
Share Content In-Platform
(Custom lists, folders, and more)
Data Connector
(Add onto any level)
$
$
$
$

    No One Knows Credit Union Data Like Callahan 

    We’ll Personalize Your Demo With A Free CU Profile To Kick-Start Your Next Prospect Meeting

    Let us show you how the Peer Suite can benefit you and your team.

    We’ll walk you through the data and tools designed to streamline your prospecting efforts and you’ll walk away with a free credit union profile to jump-start your research.

     

     

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    Let's Work Together!

    Fill out the form to learn more about Callahan’s data and analytics solutions for credit unions.