Every CU 5300 Call Report – Instantly And Seamlessly.
If your goal is to reach more credit unions with your products and services, you likely know all too well how long it takes to pull 5300 Call Reports for dozens of prospects to fuel your sales pipeline and personalize your outreach.
Credit union suppliers nationwide are taking back hours of their time by leveraging streamlined data on Callahan’s Peer Suite’s user-friendly and team-oriented platform.
View Any Credit Union’s 5300 Call Report In Two Clicks.
Long gone are the days where manually pulling Call Reports from the NCUA was the only option. With Callahan’s Peer Suite, you’ll have streamlined access to all credit union call reports in seconds.
Simply use the smart search to find the credit union you want to know more about and open the “Call Reports” built-in template to get the data you need.
Switch Your Point Of Focus In Seconds.
If you’re tired of downloading dozens of Call Reports in different browser tabs and saving the latest quarterly versions on your desktop, there’s an easier way.
Quickly view a different institution’s Call Report by using drag and drop to populate their data in seconds – anytime you need it.
Organize And Share Your Most Commonly Used Displays And Key Metrics
Are you leveraging Call Reports to pinpoint a credit union’s performance in a handful of key metrics to identify new sales opportunities?
With hundreds of built-in displays at your fingertips, Peer Suite saves your team hours of time previously spent combing through Call Reports looking for the needle in the haystack.
- Bookmark key metric displays you often refer to.
- Create custom folders to organize and easily reference groupings of displays.
- Share access to your custom folders with your team for common goals and easy onboarding.
Learn how to improve the efficiency of your sales process and focus on what you do best – serving credit unions.
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Why Who You Benchmark Performance Against Matters More Than You Think
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Why “Jobs To Be Done” Should Be at the Core of Every Credit Union’s Strategy
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Expertise Matters. Be The Partner Clients Trust.
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Understanding Credit Union Financial Reports
The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations. Armed with this knowledge and having a basic understanding of a credit union’s financial reports can help sales and...
Navigating The NCUA’s 2024 Supervisory Priorities
In today's changing financial landscape, credit unions face a host of challenges when it comes to maintaining stability and ensuring member protection. Recently, the National Credit Union Administration (NCUA) outlined its supervisory priorities for 2024, highlighting...
Callahan & Associates and CU Strategic Planning Combine To Increase Credit Union Impact
Callahan & Associates and CU Strategic Planning proudly announce their strategic alliance, driven by a shared vision to empower credit unions to make a meaningful impact on their members and communities.
Insights And Advice For Credit Union Leaders
Are you new to a leadership role or preparing for one? Are you focused on empowering future leaders? Are you a veteran leader looking to be inspired? We recently asked new and established leaders what it means to embrace different leadership styles, encourage culture changes, and what advice they have for the next generation of leaders.