P2P Tutorial: How To Merge Two Credit Unions (204a)
Watch this short video that will show you how to properly merge two credit unions in Peer-to-Peer!
Peer-To-Peer Support
P2P Tutorial: How To Use The Merger Analysis Packet (204b)
Watch this short video to learn how to utilize Peer-to-Peer’s Merger Analysis packet.
P2P Tutorial: How To Manage Peer Groups (206)
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!
P2P Tutorial: How To Use The Search Bar (207)
Peer-to-Peer has a universal search bar which allows you to look for graphs, formulas, account codes, and institutions within the software. This shortcut will allow you to use the software more efficiently. Watch this four part series to learn more!
Historical ROM Values
The ROM percentile score is a great indicator for how well a credit union serves its members compared to its peers. Some credit unions use this score to track their success in returning value to their members and setting performance bonuses for employees. It is important to note that the ROM percentile will change over …
P2P: Get a Jump Start on Analysis with Early Data
You don’t have to wait for official data to be released to start your quarterly analysis, Callahan makes it easy to get a head start! As the quarter ends, Callahan & Associates begins collecting call reports from credit unions and the NCUA. Analyzing early data only takes a few quick steps to get set up. …
WCMS Support
WCMS Webinar Guide Document – 2017
P2P: How To Select Your Primary And Comparison Set
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.
Peer Pro Tip | Vol. I – Scoring: Your Credit Union Performance Profile
Scoring: Your Credit Union Performance Profile The Credit Union Performance Profile was developed by Callahan & Associates to quantify key areas of asset quality, capital adequacy, earnings and operating efficiency, and liquidity. This scorecard was designed to mirror CAMEL, the NCUA’s rating system, and serves as a great alternative when determining whether you are prepared …
P2P: Role and Title Formulas (Updated)
Peer-to-Peer contains information for thousands of Executives and Senior personnel at credit unions across the entire country. To access these proprietary data, you can use the formulas below to create custom displays.