Help Your Credit Union Make Better Data-Backed Decisions

Your affiiation with the MD|DC Credit Union Association provides you with free access to Callhan & Associate's CUAnalyzer which helps examine your credit union's financial performance.

Callahan thumbnailHere are five tips to utilize CUAnalyzer for financial analysis:

Identify the most important ratios for your role or department
With more than 100 pre-built displays, explore the Roles folder for curated packets for specific roles, such as CEO, CFO, board of directors, and more.

Discover how you compare to your peers
Create a peer group based on geography or financial criteria and compare that peer group to your primary institution.

Learn more about the ratios you see
Better understand each ratio with definitions provided by CUAnalyzer to ensure that your credit union can use the data to make more effective decisions.

Chart your progress toward goals
Select the ratio you want to track and when you want to reach this goal. This is an easy way to keep you and your team accountable by tracking progress.

Turn on automatic reporting
Receive new data right to your inbox by choosing your display, selecting Export and send via email. You get these automatically sent to your team. Just don't forget to select "Whenever Callahan uploads new quarterly data" as your When To Send option.
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Want To Find More Ways To Utilize CUAnalyzer?

Sign up for Callahan & Associate's next training session on Wednesday, Oct. 30 at 4:00 p.m

To register for CUAnalyzer, contact Michelle Byrnie-Parker at mparker@mddccua.org