Peer Profiles Quick Start Guide

Why Use Peer Profiles?

  • User-Friendly Access: Access key performance data instantly to support prospecting, consulting efforts, and more
  • Flexible Peer Groups: Set up custom peer groups to represent specific prospect or client lists. Customize these groups for territory management, market research, or benchmarking, ensuring your focus aligns with your organization's goals.
  • Custom List Functionality: Streamline your workflow with easy to create reports that can included executive information alongside performance metrics.

Understanding the Essentials: The Who and The What

The Who — Identifying Your Analysis Targets:

  • Your Primary: The main institution or group you're analyzing.
  • Single institutions: credit unions/peer comparisons you’re benchmarking against or want to learn more about.
  • Prospect or Client Lists: Referred to as peer groups in Peer Suite, these are groups of institutions you want to gather data for or use for benchmarking.

The What — Defines what data you want on these institutions, covering financial ratios, executive information, and more

Jump to section to learn more:

Prefer video training? Check out our "Getting Started in Peer Profiles" on-demand webinar!

The Who of Your Analysis: Your Comparison Set

Your Comparison Set consists of credit unions and the peer groups (prospects) you wish to analyze.

Peer Pointer!

When logging in for the first time, Veridian Credit Union and its asset-based peer group will be set as your default comparison.

Components Of Your Comparison Set:

  • Primary: Highlighted in navy in your comparison set. Data for this institution will be included in BOTH primary-only and comparative displays.
  • Comparison Set: This includes other credit unions and peer groups you want to analyze alongside your primary institution.

Peer Pointer!

At the Premium and Plus levels of Peer Suite, you can also analyze banks and create hypothetical mergers.

Building Your Comparison Set

  • Add Institutions: Use the Comparison Set Search to include additional institutions.
  • Remove Institutions: Click the "X" next to an institution's name to remove it from your set.

Related Guides:

Creating Custom Peer Groups

Peer Profiles allows you to create custom peer groups tailored to your needs, whether for market research, territory analysis, or benchmarking.

How To Build A Peer Group

Access the Peer Group Builder: Navigate to Create in the top menu and select Peer Group.

Apply Filters: Customize your group using criteria like:

      • Geographic region (state level)
      • Key performance metrics
      • Charter type
      • Core processor
      • Include/exclude lists

Looking for step-by-step guidance? Check out this guide on creating a criteria based peer group.

Some Peer Group Builder features may not be available at the Profiles level of Peer Suite. If you have any questions or if you would like to learn how to gain access to these feature reach out to your account manager or email support@callahan.com.

The What of Your Analysis: Exploring Peer Profiles Data

In the left navigation you can explore what you'd like to learn about the institutions in your comparison set.

Built-in Content: CU Performance Reports

This folder contains pre-formatted reports for at-a-glance analysis of a credit union's overall health.

To learn more about these displays check out this guide: CU Performance Reports Guide

Custom Lists

Select List from the Create dropdown to open the List Builder.

Tailor your custom lists by choosing from a curated selection of profile information, executive, and performance data to support your team's outreach and strategy.

Follow this step-by-step guide to get started: How To Make A List

Peer Profiles Use Case: Boosting Efficiency

Janet manages multiple territories and maximizes her efficiency using Peer Profiles:

Creating Targeted Prospect Lists: Janet starts by building Prospect Lists (peer groups) for each territory. She filters based on key criteria, such as geography and asset size, ensuring that each list is tailored and relevant to her goals.

Building Custom Lists with Ease: With just a few clicks, Janet compiles a Custom List that includes essential metrics such as executive names, addresses, and key performance ratios.

Sharing Actionable Insights: Janet exports the Custom Lists for each territory and distributes them to her team. The result? Her team gets actionable insights with minimal effort.

This streamlined approach enables Janet to oversee multiple territories more effectively, driving efficiency and success.

Download Your Findings

Export your findings to integrate into presentations or share insights across teams.

  • Open the display or custom list you want to download.
  • Locate Download Options under the More Options dropdown in the top-right corner.

Most tables can be downloaded as Excel files, while formatted reports (EX: Credit Union Profile) may be have PDF or print options.

Other helpful resources:

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