Peer Suite Quick Start Guide

Welcome to Peer Suite!

We’re excited to help you turn industry data into clear, confident decisions that support your members and your mission. This quick start guide walks you through the essentials so you can begin benchmarking, exploring trends, and uncovering insights that matter to your credit union.

Understanding the Essentials: The Who & The What

The Who: Who You're Comparing

The What: What You Want To Explore

This means which credit unions or banks you want to compare.

This means what information you want to look at.

Examples:

Your credit union (your “Primary”)

Other credit unions of similar asset size

Banks in your competitive footprint

Hypothetical merger scenarios

Custom peer groups you design

Examples:

Financial ratios

Lending and deposit trends

Membership growth

Net worth, ROA, efficiency ratio

Loan quality or liquidity trends

The Who: Building Your Comparison Set
The What: Explore Built-In & Custom Displays
Download & Automate Your Findings
Additional Support & Learning Resources

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

Building Your Comparison Set (The Who)

Primary: Your main point of reference, shown in navy. Data for this institution appears in both primary-only and comparative displays.
Comparison Set: The institutions you’ll evaluate alongside your primary, including other credit unions, banks, hypothetical mergers, and peer groups.

Getting Started:

Add Items: Use the Comparison Search to find and add institutions.
Remove Items: Click the X next to an institution’s pill to remove it from your comparison set.

Explore more guides on building an impactful comparison set:

These resources help you build comparison sets aligned with strategic planning, market growth, and board reporting.

Exploring Built-In & Custom Displays (The What)

Once your comparison set is ready, you can browse over 300 built‑in displays designed specifically for credit‑union‑focused analysis.

Profiles Reports: Preformatted, at‑a‑glance reports that highlight your credit union’s overall health and key performance indicators

Express Dashboards: Curated dashboard collections focused on topics like lending performance, liquidity, membership trends, or earnings.

Each display includes:
- A ratio definition
- Performance insights
- A star ranking for quick benchmarking

Premium Displays: This folder holds the bulk of Peer Suite's built-in content, with displays categorized in folders, enabling focused exploration of specific metrics related to assets, liquidity, productivity, and more.

Peer Pointer!

Use the content search to quickly find the specific metric you need for your analysis.

League Affiliate and Profiles users may have limited access to certain features or displays.

Learn more:

Interested in expanding your feature set? We’re happy to talk through options.

Custom Display Building

Once you’re comfortable, you can build your own custom views.

Peer Suite lets you:

Pull data from the 5300 NCUA Call Report, FFIEC (Bank) Call Report, and CU Online Profile
Use Callahan created Smart Codes
Combine account codes to create formulas
Create tables or charts your team can use in ALCO, lending, or planning sessions

For Additional Customization Guidance:

Want to move beyond traditional Performance Benchmarking? These guides will show you how to use advanced tools like our Non-Interest Income Data Study and the market analysis resources in our Peer+ experience.

Download & Automate Your Findings

Download

In the top right corner of your canvas, you'll find the default download option. Click the arrow to explore additional options related to your chosen selection.

Automail (Scheduled Reporting)

Select email from the More Options dropdown to schedule automatic reports for yourself or a colleague.

Want a step-by-step guide? Explore this How-To on how to send and schedule automated reports.

Additional Support & Learning Resources

Help Beacon: Click the yellow beacon in the bottom right for instant access to our knowledge base or chat with an expert.

Instant Access To Our Knowledge Base	Ask An Analyst
Integrated knowledge base search	Chat or Email Support

Peer Pointer!

Click any guide title in the Help Beacon to open it directly in our knowledge base.

Browse anytime: Peer Suite Knowledge Base.

Getting Started in Peer Suite: On-Demand Webinar: Watch this recording to learn Peer Suite’s core features at your own pace.
Your Client Success Team: Reach out to your dedicated client success team with any questions you may have or to learn more about other training resources we have available.

As you explore Peer Suite, remember that learning is an ongoing journey. We're here to support you every step of the way!