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CUAnalyzer is an interactive analytics program that takes an educational approach to financial analysis. The goal of CUAnalyzer is to help grow member value by introducing actionable insights and fresh perspectives at every level of a credit union—from the teller line to the Board room. CUAnalyzer empowers every person on staff to get educated about how they can improve the value members receive from the credit union.
With CUAnalyzer, credit union professionals can analyze performance relative to customized peer groups, understand ratios, establish meaningful benchmarks and goals, compare financial strategies, and track their progress with the latest data. The software ties financial metrics to member value, strengthening the odds of credit union success in the changing financial services environment.
Key Features and Benefits
Metric Definitions – Understand performance ratios through Callahan's five-star rating system, detailed ratio definitions, and performance analysis explanations.
- Educate yourself and staff on the most important performance metrics.
- Learn how these metrics are calculated, what influences them most, and how you can improve your numbers.
Peer Groups – Easily customize multiple peer groups using a number of financial, geographic, and demographic criteria.
- Get a complete picture of your credit union’s performance by benchmarking against more than one type of peer group.
- Create both static and dynamic peer groups. Static groups remain the same across quarters, while dynamic peer groups change with the latest data.
Comparisons – Compare your credit union’s performance to up to three of your customized peers on any report.
- Use different peer groups to see how a credit union performs in different contexts.
- Save time by including more than one comparison on each report and graph.
Custom Benchmarking – Customize your analysis by creating your own peer groups and reports.
- Create your own peer groups in order to compare yourself to the credit unions that are most relevant to you.
- Customize reports by adding multiple comparisons to each graph.
Ease of Sharing – Easily export graphs to PowerPoint, Excel, or your inbox with the click of a button. With instant, 24/7 online access, share your analysis on your own schedule.
- Access CUAnalyzer easily online. There is nothing to install!
- Receive unlimited user accounts with your subscription.
FirstLook – Start your analyses early! Get access to Callahan and Associates’ FirstLook Program, which compiles up to 99% of industry assets, weeks before the industry’s release of final quarterly data.
- Understand and react to quarterly trends before your peers.
- Identify market opportunities in advance of the official release by having quarterly data available earlier.
Branch Analyzer – Branch Analyzer is Callahan & Associates’ unique credit union benchmarking application that allows credit unions to track their market share and overall performance against financial institutions all the way down to the branch level. CUAnalyzer subscribers have access to Branch Analyzer.
- Widen your benchmarking to include your entire market – both banks and credit unions – and more accurately gauge your true “competition.”
- More accurately assess individual branch performance based on market share growth or decline over time.
View our Safety and Soundness packet. This sample is one of 26 pre-built presentations.Take a look at our other presentations by hot topic and executive roles:
By Topic: At Risk Pay |
By Role: ALM Committee
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Learn more about CUAnalyzer through any of the following ways:
24-Hour Trial - For a hands-on experience of CUAnalyzer, request a free trial. With a trial, you are able to work with the entire program and access all the available data. To get started, contact the Software Team at 800.446.7453 or cuanalyzer@creditunions.com.
Demonstration - Request a brief demonstration of CUAnalyzer with one of our software representatives. Receive a one-on-one overview of the tool tailored to answer your needs. Contact the Software Team at 800.446.7453 or cuanalyzer@creditunions.com.
See CUAnalyzer in Action - Visit www.cuanalyzer.com and navigate through the tool. Understand it's capabilities for your credit union analysis, with limited access to data and extra features.
What Others Are Saying About CUAnalyzer
I loved it! I like the ability to run reports and download into PowerPoint. After pulling some reports off of CUAnalyzer I can really see the benefits to both management and for reporting to the Board of Directors.
VP Lending, Snocope Federal Credit Union
I just had my Board meeting and presented CUAnalyzer - I used it to paint a picture for the Board as a prelude to our budget presentation. They really liked the presentation and understand the data and market context so much more now. I can't wait to see how our trends evolve over time.
CEO, AFL-CIO Employees Federal Credit Union
I think CUAnalyzer is one of the best values around. I love the many different things I can do with it and the almost endless combinations of comparisons I can make with peer groups or individual Credit Unions. I recently used the Custom Packets feature to create a 75 slide Power Point presentation for our latest Planning Session. It took me just a few minutes to set up the show and edit it for a professional looking presentation. Without CUAnalyzer this would have taken me days to do.
President, Malheur Federal Credit Union
This interactive program takes an educational approach to financial analysis to introduce actionalable insights and fresh perspectives at every level of your organization. CUAnalyzer ties financial metrics to member value strengthening the odds of credit union success in the changing financial services environment.
CEO, First Entertainment Credit Union
It's quick and easy to use, but powerful enough to provide a bigger picture. The ability to spot both positive and negetive trends at a glance put's everything quickly in perspective for our board meembers.
CEO, Municipal and Health Services Credit Union
The ability to download charts and information into Excel is a valuable tool that I use in preparing quarterly information to our Board of Directors. CUAnalyzer makes it so I don't have to keep downloading peer group information, create my own charts and graphs and maintain a history of our call report data, it's all there.
CEO, Kent County Credit Union
We have found the product to be very useful - I plan on talking about the "hot topic" at our weekly Senior Leadership Meetings. Overall, I would say it's a great tool for the management staff to utilize.
CFO, Redwood Credit Union
Our credit union has really enjoyed the CUAnalyzer for the past two years. We have built 3 special packets that are of most interest to myself, our staff, and the board of directors. These packets provide critical information to show our staff and board of directors how we rank compared to credit unions across the country. I especially like the options of changing the comparison to different peer groups.
We also love the 5 star ranking reports and the Return to the Member analysis. I also appreciate that if I have ever had a problem with getting particular information that the CU Analyzer staff has been so helpful and quick to offer training tips. Their phone support has been outstanding for us. Thanks for offering this great product!
President/CEO, Upper Cumberland FCU
I use it to compare to our peers and keep our board and management team up to date on trends and results.
EVP/COO, Los Angeles FCU
CUAnalyzer was a great help to me as I put together my financials for my business plan…The two year history was great, the comparables was great, etc…
President/CEO, Shreveport Federal Credit Union
Credit Union Pricing |
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| Asset Size | 1-Yr. Subscription Price | 2-Yr. Subscription Price |
Less than $100 Million |
$800 | $1,200 |
| $100 Million to $1 Billion | $1,400 | $2,400 |
| $1 Billion + | $2,000 | $3,600 |
Vendor Pricing Available Upon Request |
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| Please contact Callahan's Software Team 800.446.7453 or software@creditunions.com for details | ||
*CUAnalyzer is available to your entire organization, at no additional cost. Your board, team and other staff members can access the tool to learn more about credit union performance
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