Properly setting up your primary and comparison set is the first step to using the vast amount of data readily available in Callahan & Associates’ Peer-to-Peer software. Watch this four-part series to learn how to set up your analysis and helpful shortcuts to help make Peer-to-Peer an easy-to-use, helpful tool.
Peer-to-Peer allows you to create a custom peer group by selecting individual institutions from a list. This is a quick way to create a small peer group if you know exactly which institutions you would like to include. To learn more watch this three part series!
Creating a custom peer group can help make your analysis more meaningful by refining your search across various metrics and operational characteristics. Watch this eight part series to learn how to build the right peer group for your analysis.
Peer-to-Peer allows you to manage your custom built peer groups by editing, deleting, or combining them. Watch this series on how to manage peer groups to learn more!
Peer-to-Peer allows you to select a primary institution as well as any comparisons you would like to use to compare performance. Once you set your primary, all charts and graphs will reflect data for that organization you have selected.
What are inactive institutions in Peer-to-Peer Within Peer-to-Peer, you have the ability to analyze inactive institutions, referring to institutions that no longer exist either through mergers or liquidations. Institutions that have changed their names or charter number are not considered inactive. You can recognize inactive institutions by a dagger superscript and the month and year …
If you would like to clear all of your peer groups at the same time, you can hit “Clear Set” in the central bottom part of the comparison set viewer, and that will empty your comparison set.
An Alpha Listing Detailed display gives you the ability to analyze a number of metrics for a list of institutions in a table format.
What is the Formula Wizard? In addition to the pre-built displays and peer groups in Peer-to-Peer, the software allows you to build custom peer groups and custom displays to best suit your analysis needs. Callahan’s Formula Wizard is a built-in tool (indicated with a binoculars icon) found in Peer-to-Peer that can be used to help …
PRODUCT UPGRADE Your peer group creation just got better. You can now filter using the geography tab to pull in credit unions that have a branch in your selection, but might not have a headquarters. Why might this be valuable to your analysis? Check out this quick one-pager Watch the Tutorial: To get step-by-step …