Peer Support & Knowledge Base

Getting Started Guides

FAQs, Jump Start Guides, and how to access support resources.

17 articles

"The Who" of your Analysis: Your Comparison Set

Essentials of establishing your comparison set to effectively peer benchmark.

11 articles

Peer Suite: Express

Resources specific to the Express level of Peer Suite.

9 articles

Customization

Resources to guide you in creating custom peer groups and crafting your own displays.

16 articles

Understanding Peer Suite's Data

Learn about: 5300 Call Report, HMDA, CU Online Profile, FFIEC, FirstLook & more

18 articles

Learning Pathways

Benchmarking, peer group guides, and key metrics every credit union should know

12 articles

Displays

Explore the features and possibilities that lie within Peer Suite's Built-In Library.

17 articles

FAQs

Find answers and guides related to Peer Suites frequently asked questions.

16 articles

Market Share Reporting

Analyze a market/geographic footprint to explore HMDA and branch deposit trends.

9 articles

Managing Your Analysis

Emailing, exporting displays, and organizing your content.

5 articles

Mergers

Create a hypothetical merger of multiple credit unions or banks to simulate outcomes.

4 articles

Peer Suite Releases

Your home to discover what's new to Peer Suite!

25 articles

CRM Insights

1 article

Getting Started Guides

3 articles

Getting Started In Profiles

6 articles

Training & Webinars

1 article

Custom Displays

2 articles

Custom Peer Groups

3 articles

Export Analysis

3 articles

Merger Analysis

1 article

ROM

1 article

Search Tools

2 articles

Selecting Your Primary & Comparison Set

2 articles

Sharing Analysis

2 articles