Power Up Your
Performance Analysis
Explore Peer Suite's Premium Level With A Free 30-Day Trial

How The Trial Works:

 
In order to be eligible for this trial, you must be an employee of a credit union. 

After completing this form, a member of the Callahan team will reach out to confirm the request and turn trial access on*.

If you'd like a personalized set up session to maximize your trial, let us know when you complete the form. During this session, we will:

  • Build custom peer groups aligned to your market, business model, and strategic goals.
  • Walk through key dashboards and reports, features, and tools.
  • Provide guidance to help you focus on the metrics that matter most to your organization.
This hands‑on support ensures you get meaningful insights and value during your trial, from day one.

 
 
 

*Your trial request will be reviewed by a member of our team before access is granted. Trials are limited to once per calendar year. If you believe your situation warrants an exception, contact us at [email protected].

Request Your Premium Trial

From Benchmarking To Boardroom Insight
 

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 Premium library of curated dashboards and deeper-analysis 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.

Why Our Clients Love Peer Suite:

"Peer Suite's tool provides me with rapid insight into metric calculations, facilitating a more thorough comparative analysis between Delta Community and other credit unions. It's been instrumental in enhancing our decision-making process.”

- Donald Mears, Strategy Manager, Delta Community Credit Union

“Peer Suite has become an indispensable tool for monitoring our financial health, ensuring competitiveness, and identifying performance trends. With pre-packaged reports, we spend less time analyzing and more time executing. It truly helps guide management discussions, especially in identifying performance gaps or market shifts."

- David Tuyo, President/CEO, University Credit Union

Premium Features Executives Rely On:

Peer Group Customization

 
Go beyond traditional NCUA asset‑based peer groups. Build custom peer sets based on geography, business model, growth strategy, or aspirational institutions the credit union wants to learn from.

Deeper Analysis Reports

 
Leverage curated dashboards and deeper-analysis displays centered around the themes credit union leaders need to gain insights and context to communicate performance to board and leadership teams.

AI-Powered
Context

 
Move beyond “what happened” to understand why. AI‑powered analysis generates clear written narratives within displays and dashboards, helping leaders quickly interpret trends, outliers, and performance drivers.

Performance
Projections 

 
Model best-case, worst-case, and most-likely scenarios for budgeting. Projections help you visualize potential outcomes to support strategic planning discussions and ongoing performance monitoring.