May 2022: Peer+ Release

Bring Pre-Built Callahan Folders from Peer Classic to Peer+

We know that there may be some other displays and folders that you actively use and would like to access in Peer+ - which is why we’ve added new functionality to allow you to copy pre-built folders from Peer Classic to Peer+. Click here to get started!

Add Inactive CU's To Your Analysis

Adding inactive credit unions to your historical analysis is a powerful way to gain insight on the historical state of the industry. Viewing historical data from currently inactive institutions is useful for pulling together strategic research to plan for possible mergers for your institution, as well as creating a more robust financial picture of a market as it was with all credit unions that had been active during a time period. Additionally, inactive data provides clarity into the complete financial state of a market as it was in a prior time, including all credit unions that were active in the period.

By adding inactive credit unions to your peer groups, you’ll be able to see them displayed in leader boards during the time they were active. You can also track these institutions in trend charts & history tables (until their date of merger).  These inactive institutions can be set as your primary institution for all analysis.

Want to see how it's done? We'll walk you through it.

FirstLook In Peer+

Update your custom peer groups to reflect early data in Peer+, which means more accurate peer comparisons even before full data is released .

For example, now when you update your custom peer group cycle to “First Look”, if you’re comparing an institution’s first-quarter performance with other credit unions in the $1-10 billion-asset range, any institutions that have fallen above or below that threshold will no longer appear in your peer group. That means you’ll have a more accurate comparison.

Check out this step-by-step guide to get started.