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Getting Started Using The Mobile Credit Union Profile (CUProfiles.com)

Whether you’re searching for an executive you’ve just met or doing your homework on financial performance before your next meeting, you can browse a credit union's profile and scorecard report anytime, anywhere using Callahan's mobile site, CUProfiles.com.

Why Choose CUProfiles.com?

  • Easy Sign In: Access CUProfiles.com with your Callahan Client Portal credentials.
  • Flexible Searches: Search by credit union name, charter number, city/state or executive name.
  • Credit Union Data When And Where You Need It: View a credit union's financial snapshot, executive contacts, technology partners, performance scorecard, and branch locations right from your mobile device.

Getting Started:

  • Access CUProfiles.com: Navigate to CUProfiles.com on your mobile device or scan the provided QR code.

  • Log In: Use your Callahan Portal credentials to log in securely.

Once you're logged in, you'll unlock the power of Callahan's mobile Credit Union Profile Search:

Credit Union Profile Search:

  • Search Options: You can search for your desired institution by name, charter number, city/state, or executive name. The search results will display all relevant options based on your input.

Selecting Institutions: Click the credit union you wish to learn more about by clicking on them. This action opens their mobile Credit Union Profile.

Exploring The Mobile Credit Union Profile:

The mobile Credit Union Profile contains 5 distinct categories: Financial Snapshot, Executives, Technology Partners, Scorecard Performance, and Branch Listing.

Financial Snapshot:

This section provides an overview of the selected credit union's financial health by providing insight from select high level metrics.

Executives:

Discover the names of top executives at your selected credit union under the "Executives" dropdown.

Technology Partners:

Explore the supplier relationships currently maintained by the credit union you are analyzing.

Scorecard Performance:

Access nearly 100 metrics organized into segments such as 12-month growth rates, member statistics, interest and loan rates, productivity and efficiency, as well as loan composition.


Branches:

Quickly view the branch count and locations of branches associated with your selected credit union.

Empower your financial research by accessing CUProfiles.com today through your mobile device and unlock the credit union data you need, when and where you need it most.


Check out these additional resources to continue your learning journey:

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