Callahan & Associates offers several performance benchmarking tools to help credit unions analyze their own financial data and compare it to strategically targeted credit unions.  Benchmarking is all about placing your credit union’s performance into context.   These tools allow credit unions to strategically target their peers to most effectively evaluate their own performance.   By comparing yourself to other credit unions that most closely match your unique profile, rather than more general groups, you will have more appropriate comparisons and more effectively place your performance into the proper context. 

• Peer-to-Peer: Callahan’s flagship advanced credit union financial analytical tool for advanced analysis and benchmarking.  An essential tool for credit union CFO’s and Senior Analysts to benchmark their financial performance. 
• CUAnalyzer: a web-based analytical tool.  While still providing a high degree of analytical and benchmarking capabilities, CUAnalyzer takes more of an educational approach and helps promote a high level of financial literacy.
• Branch Analyzer: our source for financial and market share analysis on the nation’s bank and credit union branches.  Provides both a detailed snapshot of your custom defined market as well as a historical perspective of the market’s trends.
• Corporate Peer-to-Peer: Similar to our standard Peer-to-Peer but it instead contains corporate credit union data.  Allows for analysis of corporate credit union performance.

CUAnalyzer is an web-based performance analysis tool which serves the credit union industry.
Unlike other financial analysis tools that presume a high degree of financial literacy, CUAnalyzer takes an educational approach. Graphic analysis, combined with a 5-star performance rating system, analytical summary, and ratio definitions help put credit union performance in context.

Key Features

• Ease of Use -- Over 90 pre-defined key performance indicators allow users to track a credit union's historical performance, using 5 years of quarterly data
• Perspective -- Better understand a credit union's performance ratios through multiple comparisons on any display, a 5-star rating system, performance summary, and ratio definitions
• Custom Peer Groups --Customize multiple peer groups using a number of financial, geographic, and demographic criteria
• Export -- Multiple displays are grouped together to generate performance reports. Any individual graphic or group of performance metrics are exportable to Excel and PowerPoint. Access pre-programmed presentations in seconds - based on hot topics or executive roles (see "Samples").

Key Benefits

• Accessible -- Instant, 24/7 access from any Internet-based computer to the most current credit union financials supporting time-saving financial analysis
• Better Understanding -- Effective educational/training tool for every level of an organization, reinforcing the importance of data awareness
• Better Comparisons -- Dynamic peer groups provide unique performance insight with your most relevant peer credit unions
• Performance Insights -- Charting and graphing functionality help users prepare presentation materials. Spend more time analyzing trends rather than building materials.

Branch Analyzer is your source for financial and market share analysis on the nation’s 100,000 bank and credit union branches.  This web-based program provides you with the data that allows you to find growth opportunities for your organization.

Key Benefits

• Focus your marketing program on growth opportunities due to the recent mega-bank mergers
  
  You have the ability to look at specific branch deposits and growth
  
  
• Pinpoint the right placement for your next branch based on the location and market share of other banks and credit unions
  
  You can search by county, city, or zip code
  
  
• Enhance the cross selling of your front line staff by focusing on the value of your organization versus the most likely alternatives in the vicinity of your branch
  
  You can see banks’ market share in your micro-markets to better know who your real competition is

Corporate Peer to Peer is the only software tool on the market to analyze the Corporate Credit Union System! This financial analysis software program contains three years of monthly data from every corporate credit union in the United States.

This tool is great for retail credit unions looking to perform due diligence on their investment provider and is also widely used to determine different Corporate investment and operating strategies. Corporate Peer is updated every month with new data downloaded directly from our website.

Use Corporate Peer to Peer to:

Track monthly performance of corporate credit unions

Analyze balance sheet and operating strategies across the credit union network

See details of investment holdings and borrowing sources each corporate credit union

Follow monthly changes in credit unions' use of corporate for investments and loans

Measure key performance ratios including earnings, liquidity and capital for every corporate credit union