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
    Up To 5 Years
    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.

     

     

    data analytics

    Let's Work Together!

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

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