On October 12, Callahan hosted a free training webinar to discuss alternative sources of data that go beyond the 5300 Call Report.
These data sets add a layer of depth to traditional analysis, allowing credit union leaders to make better strategic decisions. Clients have access to these insights and more through their Callahan subscription. Please note, to access some of these insights, users will need to submit their data first.
In this training, Callahan discusses non-interest income, HMDA, and impact data as well as covers the importance of each data set for cooperative strategy, how to upload data, and how to view and analyze these data sets for comparative analysis in Peer.
Upload NII And Impact Data
To gain a better understanding of where your credit union stands in the industry, submit non-interest income (NII) and impact data. NII data helps leaders better monitor income streams and see how peers use NII to generate earnings and support members' needs. View these instructions to submit your NII data today.
To upload impact data, download the impact data template, complete it using your credit union’s data, and email the file to firstname.lastname@example.org. Consult Callahan's Data Dictionary if you have any questions.
Both of these data sets are “give to get.” After you submit your credit union’s data, you’ll receive access to these data sets in Peer-to-Peer.