CUTarget Transition: On-Demand Webinar

We’re excited to guide you through the upcoming transition from CUTarget to Premium level of Peer Suite. This upgrade unlocks new opportunities for more efficient analysis, benchmarking, and prospecting.

Start by watching the video below, where we’ll walk you through Peer Suite’s enhanced features and functionality.

What You’ll Learn:

• Select Who You’re Analyzing: (9:38)
  • Identify the credit unions, banks, peer groups, or prospect lists you want to gather data for.
• Create Custom Peer Groups: (19:30)
  • Discover how to build tailored groups of credit unions or banks for prospecting, research, or benchmarking.
• Explore Peer Suite's Built in Content: (29:45)
  • Make the most of ready-to-use displays and insights for quick and effective analysis.
• Find Your Migrated CUTarget Content: (41:03)
  • Access and utilize all the content you previously created in CUTarget.
• Create Custom Displays:(45:50)
  • Recreate functionality like marketing lists using custom tables for targeted insights.
• Automate Your Findings:(53:00)
  • Set up automated reports to save time and streamline your workflows.