Peer Suite's Profiles Level & CUProfiles.com Guide For Former Search & Analyze Users
Supplier Guide: What's The Best Tool For The Job?
Helpful Tips For Former Search & Analyze Users
Callahan's Search & Analyze has a new home. We have transitioned all the data and reports that were previously available via Search & Analyze/CreditUnions.com to Peer Suite's Profiles level, providing you with a streamlined user experience and easier navigation. And with the addition of our mobile site, CUProfiles.com, you can access data points, executive lookup, and more on the go!
Peer Pointer!
CUProfiles.com was designed as a mobile site, meaning it is not optimized for a desktop experience.
Learn more on how to navigate this tool here: Getting Started With CUProfiles.com
To help you get started finding the information you need, we’ve created the following guide, which compiles the 3 main functions you leveraged in Search & Analyze along with step-by-step instructions on how to access them in the Profiles level of Peer Suite or CUprofiles.com. As well as how to export your findings and which t tool you should use when you are out in the field.
Use the links below to jump to the section you're most interested in:
Credit Union Metrics
- Researching the performance of clients and prospects.
- Educating sales teams on credit union performance.
- Viewing key vendor relationships, including the core processor for all U.S. credit unions.
| Search & Analyze | The Profiles level of Peer Suite | CUProfiles.com (Mobile Site) |
|---|---|---|
| — | Better for in depth research | Better for quick facts on the go |
Search For A Credit Union Profile In S&A Using “Credit Union Lookup” View data for a single credit union, including the full 5300 Call Report, two-year financial comparison, Credit Union Scorecard, and more.
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Use Peer Suite’s Profiles Level 'Built-In‘ CU Performance Reports To get started, select any credit union as your primary. Navigate to the ‘Built-in Templates’ dropdown on the left-hand rail to view the Credit Union Profile, two-year financial comparisons, full call report, and other reports.
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Use CUProfiles.com's Credit Union Profile Search Search for credit unions by name, charter #, city/state, or executive contact to view a financial snapshot, executives, technology partners, scorecard performance, and branch locations.
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Executive Look-Up
- Finding executive information for better targets.
- Identifying names of key contact roles including CEO, CFO, HR, CMO, CLO and more.
| Search & Analyze | The Profiles level of Peer Suite | CUProfiles.com (Mobile Site) |
|---|---|---|
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Best for viewing groups of executives paired with selected criteria. | Best for on the go access to executive lists by credit union. |
Search For An Executive In S&A View a list of executives for individual credit union or group of credit unions.
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Use The Built-In ‘Credit Union Contact List’ Or Custom List Option To Find Executives To get started, select any credit union(s) or peer group(s) (such as all U.S credit unions) as your primary. Then navigate to the “Credit Union Contact List” in the Built-in Templates section on the left rail to view all executives in your comparison set. From here you can use the search bar on the top of your table to find a specific executive or use filter/sorting features to organize your list. Additionally, the Profiles level of Peer Suite allows you to add executives by dept. during the creation of custom lists.
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Use The Executive Filter In The Credit Union Profile Search. Search by last name (with an optional state filter) to view a list of executives. Click on an executive to view their credit union's profile. Including a full executive list for that institution.
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Create a Custom List
- Building customized prospecting lists.
- Researching the performance of clients and prospects
- Targeted marketing
| Search & Analyze | The Profiles level of Peer Suite |
|---|---|
Create A Credit Union List/Report In S&A Create lists of credit unions based on specific criteria such as membership size, location, asset size, and more.
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Use “Create List” In The Profiles Level Of Peer Suite To Build A Report Select list from the "Create" drop down on the top left side of your screen. The Custom List Builder will open on your canvas, allowing you to select the information or metrics you want to view about the institutions in your comparison set. Once you save your custom list you can apply the criteria you selected to your customized prospect lists (peer groups) or individual institutions. Information will be pulled for all institutions/groups within your comparison set.
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On The Go Research
- Quickly access essential data and executive names while in the field
| CUProfiles.com (Mobile Site) |
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CUProfiles.com is specifically optimized for use within your mobile browser.
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Export Your Findings
- Export your findings for further analysis and to share with your team.
- Present your findings to credit unions
| The Profiles level of Peer Suite |
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Download options are available for all lists and reports within Peer Suite’s Profiles level Select the three dots/more options dropdown in the upper right on your canvas to see what download options are available for a particular display. Learn more in this how-to.
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Check out these additional resources to continue your learning journey: