Make the institution the starting point
A profile gives financial research and market context a shared subject. The navigation follows the questions someone asks about that institution.
Case study / Data & research
CU Wire Data
Research that
stays connected.
A credit union research platform that connects institution profiles, financial detail, peer comparisons, and market context.
- My role
- Product direction, design & build
- What I built
- Research platform
- Current stage
- Live product
01 / The problem
Research starts with finding the pieces.
Preparing for a credit union conversation means assembling financials, comparing institutions, and understanding what has changed. Those pieces can be spread across filings, websites, spreadsheets, and news.
I built CU Wire Data around the institution being researched, so the next question can build on the work already in front of you.
02 / A research task
Prepare for a meeting.
Start with a credit union you want to understand. Follow its financial position into the context behind the numbers.
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01
Find the institution
Search by name or charter and open its profile. Establish which institution and filing period you are examining.
Open the institution ledger -
02
Build a useful comparison
Choose a peer group and compare the measures relevant to the question, including capital, lending, liquidity, and growth.
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03
Investigate the number
Move into named filing fields and source identifiers when a summary measure needs explanation. Bring in locations, mortgage activity, and recent coverage.
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04
Carry the research forward
Create a comparison or report for the meeting, with the institution and its supporting context kept together.
03 / Product decisions
Keep the research connected.
Make filing details readable
Readable field names explain what a number represents. The source codes remain available when the researcher needs to trace it back to the filing.
Support the next piece of work
Peer comparisons and report output help the research move into a meeting or a board discussion. Data Access serves work that needs the records inside another system.
04 / What the build delivers
A working research platform.
A researcher can move from an institution profile to a peer comparison, investigate a filing field, and carry that work into a report. Market context stays alongside the financial analysis.
Institution profilesPeer comparisonsFinancial drilldownsReports & data access
Feature scope follows the public product tour and research workflow, checked September 11, 2026.