Callahan

Callahan & Associates (Peer Suite) — A longitudinal institution-level panel of every US credit union, built from Call Report (5300) regulatory filings but materially enhanced with three proprietary layers: (1) a curated executive roster — named key decision-makers per institution, maintained over time; (2) a vendor-partner / installed-base map recording which technology and service suppliers each credit union currently works with; (3) proprietary constructed indices, most notably the Return of the Member (ROM) Index scoring member-derived value, plus FPR and peer-group construction. Around th…

Callahan offers (Reference, Fundamental, Alternative) — Est. ~4,000 institutions × quarterly call-report observations across a multi-decade archive × several hundred standardised measures, which is modest in rows (single-digit millions of institution-period observations) but unusually rich per institution because of the joined entity layers: named executive rosters and dated vendor-relationship edges per institution, plus HMDA-derived mortgage detail. The relationship graph, not the financial panel, is where the irreplaceable volume and value sit..

B2B targeting and account-based sales in the credit-union technology market (the installed-base map is the direct asset — who is contracted to whom, and therefore whose contracts are aging); contract-displacement and competitive-win-rate analysis by supplier; vendor market-share and installed-base trend tracking over time; institutional performance benchmarking and peer-group construction for boards and regulators; member-value and mission-performance scoring as an alternative success metric to pure profitability; M&A and field-of-membership expansion analysis; mortgage lending benchmarking from HMDA; and, for a frontier-data buyer, a labelled institutional relationship graph — supplier-to-institution edges with time — which is a scarce training target for models predicting B2B contract switching, plus constructed peer-group definitions usable as similarity labels.

The data is with 20 years of history.

Coverage spans US; Thrifts & Mortgage Finance, Financial Exchanges & Data, Application Software; reference, fundamental, alternative; equities.