Would you like to see financial performance of credit unions who spend a certain amount on marketing & education?
Credit unions have different goals than for-profit financial institutions. Instead of solely examining financial data, credit unions must also quantify the value they provide to members to accurately understand their performance. Using ROM, you can see what products your members come to you for and how that compares to your peers.
1. Select primary
To get started, make sure your primary is your credit union. Learn more about selecting your primary here.
2. Create custom peer group OR select from built-in asset-based PGs
Institution-Based Peer Group
If you would like to create a peer group by selecting individual institutions read our page here.
Criteria-Based Peer Group
If you would like to create a peer group by selecting institutions based on criteria read our page here.
Uploading a Peer Group
If you would like to upload a premade peer group read our page here.
Selecting From Built in PG's
To use Peer Plus's built in Peer Groups, simply navigate to the top right of the screen and select the search box with the text "Search for a credit union, peer group, bank, or merger"
Select the search box and click the Peer Groups tab. Here you will find all of your custom peer groups as well as Peer+ built-in ones. Scroll down the list and select the peer group that you would like to compare to your primary.