Let CUAnalyzer help with your strategic planning

on "August 10, 2017 12:21 pm"


Every institution approaches strategic planning differently. Regardless of the approach to or location of planning sessions, incorporating peer analysis from CUAnalyzer is an ideal way to enhance the impact of strategic planning. With current, accurate financial data at hand for themselves as well as peers, credit unions can correct weaknesses and identify areas on which to capitalize.

Log into CUAnalyzer and check out the metrics below. These ratios encompass four high-level interest areas: Growth, Asset Quality, Business Model, and Productivity & Member Relationships. CUAnalyzer has hundreds of pre-built financial graphs and tables to assist in strategic planning.

  1. Membership Growth
  2. Delinquency Ratio
  3. Return On Assets
  4. Members Per Employee (FTE)
  5. Loan Portfolio Composition

Strategic Planning Toolkit

After running peer analysis in CUAnalyzer, check out Callahan's newly released Strategic Planning Toolkit (you'll need to be signed in to see it). Here you'll find data, articles, and video content to guide your strategic planning for 2017.

Credit unions have access to CUAnalyzer through affiliation with Hawaii Credit Union League.  Log in to access your free account. Questions? Contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..