Getting Started In 
Peer Suite CU Profiles
Tips And Practical Applications For
Using The Free Version Of Peer Suite

No More Manual Data Pulls. Make Data Work For You With Peer Suite's CU Profiles


A Free Performance Measurement Tool For Credit Union Leaders*

If you’ve ever spent hours downloading call reports, running custom queries, exporting financial performance reports, and manually stitching charts together in excel for your board, you know how tedious it can be.

That’s why Callahan's Peer Suite offers a free plan to help credit unions access formatted, easy to interpret reports to quickly understand how the credit union is performing and how it compares to peers to gain meaningful insights in seconds.

Register For The Live Getting Started Event:

Whether you’re preparing for strategic planning, board discussions, or ongoing performance monitoring, CU Profiles provides a reliable foundation to see the full picture.

Join us for a 30-minute session exploring the new free level of Peer Suite.

Where you’ll get practical step-by-step guidance on navigating the platform, along with real-world examples of how credit unions use Peer Suite to quickly access institution and comparative data, without relying on manual data pulls. We’ll also highlight premium capabilities, to show you what’s possible.

Whether you’re just getting started or want to make sure you’re getting the most of your free access, these sessions are built to help credit union leaders discover a faster, easier and more insightful way to benchmark performance.

*Peer Suite’s access to CU Profiles is offered exclusively to credit union leaders. Not yet using CU Profiles? Learn more and register here.

Need more information on what Peer Suite’s Profiles level is or what the session entails? Keep reading below ↓

Register Here

What Is Peer Suite's CU Profiles Level?


At Callahan & Associates, we believe that measuring performance provides the clarity and evidence credit unions need to drive strategic decisions. That belief shapes our performance measurement tools, helping leaders understand how well the institution is performing and gain the insights needed to make decisions that lead to better outcomes.

That’s why we’re democratizing data for all credit unions by offering access to Peer Suite’s free plan, CU Profiles.

By removing barriers between information and insight and providing a free, accessible way to do so, our goal is to empower leaders with data-driven context to tell a more complete story about where the credit union stands today and where it can go next.

With CU Profiles you can quickly see how your credit union compares to peers and explore key performance metrics that uncover meaningful insights, all while replacing time-consuming manual data pulls. The platform is designed to help teams get answers faster, without needing a paid subscription.

What You’ll Learn


  • How to navigate the CU Profiles level.
  • What data, reports, and features are available.
  • Practical use cases for everyday analysis and benchmarking.
  • An overview of premium features available.

Who Should Attend?

✔

Credit Unions that want to get the most out of CU Profiles.


With step-by-step guidance from our training expert, you’ll gain the knowledge and confidence to get the most out of Peer Suite’s CU Profiles level.

✔

Credit Unions evaluating if Peer Suite is right for them.


We’ll give you everything you need to understand how Peer Suite’s CU Profiles level helps your organization harness the power of peer benchmarking data.