by Jack Rawlins | Aug 26, 2025 | Benchmarking, Data, Peer+, Strategy
Credit union executives and finance leaders face an increasingly complex task: explaining financial performance in a way that is both accurate and actionable. Traditional benchmarking approaches focus on two perspectives: Internal Trends – How your own institution’s...
by Hannah Kaslow | Aug 15, 2025 | Data, Peer+, Research
What Performance Stories Are Your Peer Groups Telling? Too often, benchmarking is treated as a scorecard — a way to check performance against peers for board prep, audits, or strategic planning discussions. But the choice of peer group matters, it can help you tell a...
by Callahan Marketing Team | Jul 28, 2023 | Data
There are thousands of data points you can share with your board about your credit union’s performance, the industry, and the economy. The challenge is identifying which key ratios are most important to your credit union. If you’re looking for a list of key ratios and...
