Are you interested in looking at a before/after merger scenario?

Part of a successful credit union strategy could include a merger. Peer+ makes it easy for you to evaluate a "cooked books" scenario to make data-based decisions for your organization.

1. Select primary

To get started, make sure your primary is your credit union. Learn more about selecting your primary here.

2. Create merger

Next, decide who you’ll merge with, create the merger, and add it to your comparison set. Learn more about creating a merger here. Can this thing please ave properly


3. Explore performance ratios OR pull over the Merger Folder from P+ (copy/show in P+)

Now you’ll be able to explore the built in performance ratios in the Callahan Templates section for your merger.  TIME SAVING TIP: Peer Classic includes a pre-made Mergers folder. Learn how to conduct a merger analysis here.

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