Welcome to Market Share Reporting

Market Share Reporting , our market analysis tool, offers HMDA, branch data, and an interactive map to provide invaluable insights into the markets that matter to you. Below we will delve into the key features and functionalities of Market Share Reporting, empowering you to leverage its full potential.

Please Note: This tool is available starting at Peer Plus. If you would like to learn more about adding it to your subscription contact your account manager or follow this link.

Want to jump to a section? Here's what's covered in this guide.

What can you do in Market Share Reporting?
How to access the Market Share Reporting Tool.
Getting Started with Market Share Reporting
Market Overview Map Navigation

What you can do within our Market Share Reporting tool:

Market Overview Map: Use the interactive map to analyze markets, visualize branch footprints, identify potential mortgage and market opportunities
Data Insights: Explore U.S. Census Data, Mortgage Activity, Deposit Dynamics, and Branch Breakdowns,
Track Market Deposit Shifts: Analyze changes in deposit share hierarchy, providing valuable insights into market dynamics.
Benchmark Market Deposits: Compare your market deposit growth and changes against other markets within your county, state, or region, helping you stay competitive.
Monitor Demographic Changes: Stay updated on market demographics with Census Bureau data.
Strategic Growth Analysis: Research and strategize expansion options such as geographic membership expansion, new branch openings, footprint expansion, identification of banking deserts, and merger exploration.
Explore HMDA Market & Credit Union Leader tables. This feature allows you to identify trends and key players in the mortgage market

To access the Market Share Reporting and the interactive Market Overview map, consult the left navigation menu and open Market Share Reporting then Market Overview.

Define Your Analysis Scope

Utilizing the Comparison Set to add single institutions (credit unions or banks), pre-built markets, markets based on an institution’s branch footprint, or custom markets that can be as broad or specific as your goals.

Your choice of a comparison set determines the data that will appear on the Market Overview map, as well as in the reports within the Market Share Reporting section of the Plus level of Peer Suite.

Learn more about the different Market types available:

Primary Market: Upon launching the tool, you will be given the opportunity to automatically build a market based on your primary institution as the starting point for your analysis. This market will be saved for future visits. Should you switch your primary institution during your analysis, the "Create a Market" builder allows you to create a new market centered around the new primary institution.
Pre-built State and National Markets: These pre-built market types are ideal when you want to quickly analyze institutions within a broader geographical area.
Custom Markets: The Market Builder offers the flexibility to define your market precisely, based on specific states or counties. This market type is best if you are looking to tailor your analysis to focus on the areas specific to your research and objectives.

Want to learn the ins and outs of creating a custom market?

Check out the How to Create a Custom Market guide!
Looking to create a Market to align with you how you used BranchAnalyzer? Check out our Transition Guide for more information.

Yellow-Shaded Areas: These areas represent the counties within your selected market. When you add additional markets, the corresponding counties will highlight in yellow, helping you visualize market boundaries.
Branch pins: The map defaults to displays bank branches (red), credit union branches (blue), and your primary institution's branches (navy). To further distinguish institutions we have built in 3 additional unique colored pins (gold, green, and gray). Institutions associated with a unique colored pin will also be outlined in that color within your Comparison Set. All other institutions within your selected market(s) will be color-coded based on their institution type.
Triangle CU ATM Pins: These pins represent free standing ATMs operated by credit unions. These pins follow the same color logic as branch pins.
- Any in-branch ATMs will be noted as a service within the "Branch Snapshot."
- ATM data is available for credit unions only.

Peer Pointer!

You can include or exclude credit union branch, bank branch, or credit union ATM pins within your market(s) by checking/unchecking the boxes in the top right of the map.

If an institution is in your comparison set you will always see their branch and ATM pins.

Branch Snapshot: Hover over a branch pin to see key data points about that branch.

Below the map, you will find summaries your selected market(s) overview, deposit dynamics, and mortgage originations (HMDA). Want a thorough breakdown? Check out this guide to the Market Overview Summary Statistics.