Every credit union is unique. Whether it’s asset size, charter type, number of branches, or the brand of core processor used, all vary in one way or another. As a credit union supplier, having a solid plan in place to show credit union clients and prospects that you understand and are best able to serve their individual needs is a smart strategy. Callahan & Associates’ data analysis tools provide the in-depth insight your company needs to understand how credit unions are performing individually and in comparison to their peers.
Our software allows you to quickly and easily analyze NCUA 5300 Call Report data*, create insightful reports, and discover key findings that enable you to present the most relevant product options to your clients and prospects. Gain the ability to make faster, better-informed sales decisions using Callahan’s data analysis tools. Whether you need to compile a targeted credit union marketing list based on certain demographic criteria or want to identify key opportunities with a specific credit union partner, Callahan has you covered. Our credit union data analysis tools will equip your sales and marketing teams with the market intelligence needed to turn leads into lifetime clients.
Let Callahan help put your credit union sales plan in motion. Getting started is easy to do. Our systems are cloud-based for multi-platform access and convenience.
*Our analytics tools include 18 years of credit union data and eight years of bank data from a number of sources, including the NCUA 5300 & FDIC Call Reports, econometric data, FDIC branch deposit data and HMDA (Home Mortgage Disclosure Act) data.
We want to make sure you can efficiently gather the credit union clients and prospect intelligence from our analytics tools, so we’ve built an all-in-one training and support portal that’ll help you master the software. Whether you’re looking for live training from an in-house expert, a quick how-to video to complete your task, or need to chat with Callahan support, you can do it all from one sleek, intuitive hub.