Features |
Benefits |
Upload your 5300.xml file directly into the program ![]() |
Participate in Callahan's First Look program and begin your analysis weeks before the NCUA release. Learn more |
Use multiple comparisons on any display |
Give your performance more perspective with comparative data. Benchmark results with peer information to discover areas of growth. |
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Create your own 'brand' through your presentations. Match your graphs to your corporate colors using the program. |
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Identify those credit unions that are most similar to your credit union in size, location, vendor suppliers and more. |
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Quickly create presentations for board and management meetings. And, communicate the value of the credit union to your staff. |
Use the Rank tab on any display ![]() |
Understand where the credit union stands in relation to your peers. Do you fall in the top 10% percent of your peer group in Loan Growth? |
Use the Data tab on any display ![]() |
View the financials that drive each chart. Dig deep into the numbers to understand your performance in relation to peers. |
Access over 200 pre-built displays ![]() |
Save time for your analysis using Callahan's pre-built charts and reports. Use your time to share data with the entire organization, foster discussion and make strategic decisions more effectively. |
Create hundreds of custom charts and reports |
Use the facts on your performance to identify strengths and opportunities at the credit union. Give meaning to the data with graphic analysis and other reports. |
Use the Formula Wizard |
Access all account codes found in the 5300 call report and more! Building a custom display with the Formula Wizard will help save time for analysis. |
| There are many ways Peer to Peer 2.0 can help your credit union analysis.
Simply create presentations with the program to: |
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| Ex.1 - Prepare for Your Planning Session Use the facts on your credit union's performance to make strategic decisions more effectively. Understand results by benchmarking your credit union's performance with custom peer groups. |
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| Ex. 2 - Analyze Merger Opportunities Understand the impact a merger will have on your credit union. Use data to analyze what a merger would look like at the credit union and identify opportunities. |
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| Ex. 3 - Research Credit Unions Target credit unions that will best fit your solutions. Understand credit union performance to build relationships in the industry. |
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| Ex. 3 - Benchmark Performance Give your performance more perspective. Identify those credit union's that are most similar to you in size, location, financials and demographics. Take a look at a case study on Non-Interest Income and how peer groups can help clarify the meaning of your results. |
Peer to Peer 2.0 is the most advanced financial performance software on the market -- perfect for anyone with an advanced understanding of credit union finances. Utilize any of the pre-programmed graphs and reports, or build your own from hundreds of formats. Our program helps you make your job easier, giving you more time to focus on analyzing rather than compiling.
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