How to Use Peer Suite for Previous Search & Analyze Users (Credit Unions)
Peer Suite Guide
Helpful Tips For Former Search & Analyze Users (Credit Unions)
Callahan's Search & Analyze has a new home. Data and reports that were previously available via CreditUnions.com have transitioned to Callahan's Peer Peer Suite, providing a streamlined user experience and easier navigation.
To help you get started finding the information you need, we’ve created the following guide, which compiles the three main functions you leveraged in Search & Analyze along with step-by-step instructions on how to access them in the Peer Suite.
Note: This guide is for use in the Express, Premium and Plus access levels only.
Additional resource: Peer Profiles Glossary
| Search & Analyze Function | How To Access In Peer Suite | Use Cases |
Search For A Credit Union Profile In S&A Using “Credit Union Lookup” View in-depth 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’s Built-In ‘Credit Union Profile’ TemplateTo get started,select any credit union as your primary. Then, navigate to the ‘Built-in Templates’ dropdown on the left-hand rail to see a Credit Union Profile, two-year financial comparisons, and other reports you enjoyed in S&A.
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Research and benchmark credit union financial performance Access 5300 Call Report for any U.S. credit union View key vendor relationships including the core processor for all U.S. credit unions. |
Search For An Executive In S&A View a list of executives for and individual credit union or group of credit unions.
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Use The Built-In ‘Credit Union Contact List’ To Find Executives To get started, select any credit union or peer group (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 primary group. 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.
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Find executive information for connection & collaboration. Identify names of key contact roles including CEO, CFO, and heads of technology, retail, HR, marketing, and more. |
Use “Create Peer Group” In Peer Suite To Customize Your Analysis To get started, select any credit union as your primary. Next, create a custom peer group from the (+) drop down on the top of your screen to view information for multiple credit unions in one report. Analyze data from the built-in dashboards on templates. Take your analysis to the next level by curating a custom table (available in the Premium and Plus access levels only), showing the exact metrics you want to view. Once you’re ready, export your creation! |
Customize peer groups to fit your desired criteria Research & benchmarking financial performance Customize data tables (available in Premium and Plus access levels only) |
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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