Analyze A Branch BranchAnalyzer Getting Started How-To Videos

BA: How To Set Up Your Analysis – Analyze A Branch(101)

Analyze a single branch’s performance (either credit union or bank branch) relative to a defined market radius, city, or county. To get started, click on “Analyze A Branch” from the BranchAnalyzer main menu.

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Step 1: Select a primary institution (either credit union or bank)

  • Search for any credit union or bank by typing in the search field. You may search by Institution Name, Charter Number, or State
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  • Type the name of the institution you are looking for in the search field. Please note, it may take a few seconds to generate results as you type; please do not hit ‘Enter’ but instead wait for the drop down menu to populate with matching search results.
  • TIP: If you are only looking for institutions that are credit unions, you may uncheck the “Include Banks” box. Otherwise, the search results will return both matching banks and credit unions.
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  • Click on the institution you want to analyze. This will generate a list of that institution’s branches below.

Step 2: Select a branch

  • The table in Step 2 is a list of all the branches reported by the institution you select in Step 1. Click on any row to select a specific branch to analyze. Please note, you may not select more than 1 branch.
  • Sort through the list of branches using the arrows in the lower right hand corner.

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Step 3: Choose a radius or city/county to surround the branch. When you are satisfied with your radius selection, click “Analyze This Branch” to generate your branch report.

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[zilla_alert style=”red”] Discover what the Branch Report has to offer! Check out the “Analyze a Branch – Understanding Your Branch Report” document in the training section! [/zilla_alert] [zilla_button url=”/support/wp-content/uploads/2016/06/How-To-Set-Up-Your-Analysis-–-Analyze-A-Branch.pdf” style=”blue” size=”medium” type=”square” target=”_blank”] Download/View PDF [/zilla_button]

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