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Register now to create your free account and begin exploring your credit union’s performance reports. If you have any questions, please reach out to [email protected].
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Intuitive Financial Analysis For Better Outcomes
At Callahan & Associates, we believe that measuring performance provides the clarity and evidence credit unions need to drive strategic decisions.
That belief is why Peer Suite, Callahan’s performance measurement software, now includes the industry’s only free plan available exclusively to credit union employees.
Turning the industry’s call report data into meaningful insight often requires time, spreadsheets, and interpretation. Our goal is to give credit union leaders an easier, no-cost way to tell a more complete story about where the credit union stands and where it can go next.
How To Get Started:
Create Your Account
Register here using your credit union email domain. Why do we ask for this? This is how we'll validate that you're a credit union employee!)
Verify Your Email
Look for a verification email in your inbox and complete the steps. If you do not receive the verification email, please reach out to [email protected].
Start Analyzing
We'll send you an email shorty with helpful resources and invitations to live training events. To ensure delivery, please whitelist [email protected] as a safe sender.
What's Included In CU Profiles:
Whether you’re preparing for board discussions or ongoing performance monitoring, CU Profiles includes built-in and user-friendly reports help you measure results and tell a clear, consistent story. With built-in peer groups that extend beyond traditional NCUA asset bands and intuitive tools like formula breakdowns and AI Analysis (beta), everything is ready the moment you log in.
5300 Call Reports
Instantly access any credit union’s 5300 Call Report going back five years. CU Profiles also includes Callahan’s FirstLook program, providing access to call reports as they are submitted, weeks ahead of the NCUA’s official quarterly release.
Credit Union Profiles
Research general information, key financials, executive contacts, vendor relationships, and branch and ATM locations for any credit union.
Formatted Reports
Leverage export-ready reports to support financial analysis, including a two-year financial comparison, Credit Union Scorecard, balance sheet and income statement comparisons, performance summary, rankings, and peer group breakdowns.
Performance Dashboard
Prepare for board and leadership discussions with a curated dashboard of charts covering key performance metrics. With formula breakdowns and AI Analysis (beta), adding performance context to executive-ready presentations is simple and efficient.
