CUAnalyzer Can Help With Strategic Planning

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.

Strategic Planning Toolkit

After running peer analysis in CUAnalyzer, check out Callahan's 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.

Credit unions have access to CUAnalyzer through affiliation with Hawaii Credit Union League.  Log in to access your free account. Questions? Contact us at

About CUAnalyzer
Easy to pull reports

CUAnalyzer, a value-added service provided to member credit unions of Hawaii Credit Union League, makes yearlong learning and analysis possible for everyone at your credit union. 

We've shared the charts and displays that are built into CUAnalyzer, but did you know there are four reports that allow you to quickly compare your credit union against industry averages (or individual credit unions)? All of these reports are located in the Reports section found on the left side of the screen.

Summary reports in CUAnalyzer

Two-Year Financial Statement: This report provides an overview of any credit union's balance sheet and income statement performance over the previous 12-months. Use this report to see historical trends at your credit unions, or use it for competitive or merge analysis.
Comparative Summary Financial Profile: View any two credit union side by said, or throw in a peer group average. This report is great to share with your board and senior staff as it offers a quick side-by-side comparison of your credit union versus specific competitors or state/national peers.
Credit Union Scorecard: Benchmark performance relative to peers with more than 100 ratios organized into categories like Financial Momentum, Member Metrics, Efficiency, Delivery, Channels, and Lending. Click the ratios that are hyperlinked for a graphical comparison. We've put all of the most important ratios in one place for you, making this report perfect for board meetings and strategic planning.
Return Of The Member (ROM): Callahan's ROM index helps credit unions measure their members' use of the credit union. This index takes into account multiple areas of your credit union's performance such as member usage, borrowing and saving activities, all compared to credit unions in your asset range. Many credit unions use ROM to set strategic goals and incentive plans.
To learn about the Reports section of CUAnayzer and how your credit union can continue to learn valuable new ways to leverage this tool, contact us at 800.446.7453 or