Supplier Profiles Quick Start Guide

Peer Suite's Supplier Profiles can help your team identify, prioritize, and act on the right credit union opportunities. Build targeted prospect lists, explore key performance and executive data, and create Custom Lists that make it easy to share insights across your organization.

Understanding the Essentials: The Who and The What

Before exploring built-in reports or custom lists, it helps to understand two core concepts that drive every analysis in Supplier Profiles.

The Who: Your Comparison Set The What: Your Data

The Who defines which credit unions you are analyzing and can include:

  • A single credit union you want to learn more about
  • A group of credit unions you are benchmarking against
  • Prospect or client lists, referred to as peer groups in Peer Suite.

The What defines the information you want to see for those institutions, and can include:  

  • Financial performance metrics
  • Executive and profile information
  • Built-in reports and Custom Lists designed for outreach and analysis

Once you understand the Who and the What, everything else in Supplier Profiles clicks into place.

Quick Navigation:

Prefer video training? Check out our "Getting Started in Supplier Profiles" on-demand webinar!

Step 1: Set Up Your Comparison Set

Your comparison set is the group of credit unions and peer groups you want to analyze.

When you first log in, a default credit union and its asset‑based peer group will already be selected.

Key components

  • Primary: Highlighted in navy. Data for this institution appears in both primary‑only and comparative views.
  • Comparison Set: Additional credit unions or peer groups you want to analyze alongside your primary.

Looking to analyze banks as well? Contact your account manager to see how bank data can be included with your access.

Building Your Comparison Set

  • Add institutions using the Comparison Set Search
  • Remove institutions by clicking the X next to their name

Related Guides:

Step 2: Create Custom Peer Groups

Peer groups allow you to organize credit unions into targeted prospect or client lists.

Use peer groups for:

  • Territory Management
  • Market Research
  • Benchmarking and segmentation

How To Build A Peer Group

Select Create in the top menu and choose Peer Group

Apply Filters: Customize your group using criteria like:

      • Geographic region (state level)
      • Asset size or performance metrics
      • Charter type
      • Core processor
      • Include/exclude lists


Save the group for use with built-in content or custom lists.

Looking for step-by-step guidance? Check out this guide on creating a criteria-based peer group.

Some Peer Group Builder features may not be available at the Profiles level of Peer Suite. If you have any questions or if you would like to learn how to gain access to these features, reach out to your account manager or email support@callahan.com.

Step 3: Explore Supplier Profiles Data

Use the left navigation to explore what you want to learn about the credit unions in your comparison set.

Built-in Content: Profile Reports

These pre‑formatted reports provide at‑a‑glance insight into a credit union’s overall performance and health.

To learn more about these displays, check out this guide: Profile Reports Guide

Custom Lists

Custom Lists are one of the most powerful tools for supplier teams.
Use Custom Lists to:
  • Build prospect or client call lists
  • Combine executive contacts with performance metrics
  • Export clean datasets for sharing, presentations, or CRM uploads

To get started, select List from the Create menu and choose from a curated set of profile, executive, and performance metrics.

Peer Pointer!
Metrics added to a Custom List are reflected for every institution in your current comparison set, whether you are viewing a single credit union or a peer group.

Follow this step-by-step guide to get started: How To Make A List

Use Case: Managing Territories More Efficiently


Janet manages multiple territories and maximizes her efficiency using Supplier Profiles:

Creating Targeted Prospect Lists: Janet starts by building Prospect Lists (peer groups) for each territory. She filters based on key criteria, such as geography and asset size, ensuring that each list is tailored and relevant to her goals.

Building Custom Lists with Ease: With just a few clicks, Janet compiles a Custom List that includes essential metrics such as executive names, addresses, and key performance ratios.

Sharing Actionable Insights: Janet exports the Custom Lists for each territory and distributes them to her team. The result? Her team gets actionable insights with minimal effort.

This streamlined approach enables Janet to oversee multiple territories more effectively, driving efficiency and success.

Step 4: Download Your Findings

Once your analysis or Custom List is ready, exporting is easy.

  • Open the display or custom list you want to download.
  • Your download options will be available in the top right corner of your display.  

Most tables can be downloaded as Excel files, while formatted reports (EX, Credit Union Profile) may have PDF or print options.

Conclusion

You now have the building blocks to get value from Peer Suite's Supplier Profiles. Start by defining your comparison set, exploring built‑in reports and Custom Lists, and exporting insights your team can act on right away. As your needs grow, these same tools scale with you.

Other helpful resources:

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