We continuously strive to better our products and services to help serve the needs of our clients. This is an on-going process, and your feedback is highly appreciated. Here are some of our most recent updates and enhancements!
Peer-to-Peer includes an advanced search function (located in the top right corner) that allows you to look for individual graphs, formulas, or account codes in the program. From the search bar, you can change your primary, add institutions to your comparison set, pull a graph, or even create a custom display.
Peer-to-Peer now includes tabs so you can open new charts and refer back to old ones all in one session. This feature works very similar to how tabs work in your internet browser.
Watch the video below to learn how to share peer groups in Peer-to-Peer.
There are several options for exporting data, charts, and displays from Peer-to-Peer for all your analysis and presentation needs. Whether preparing a report for your staff or creating a presentation for your board, Peer-to-Peer exporting is quick and easy.
Peer-to-Peer makes it easy to share custom displays and folders with other users at your organization. Read this how-to document to learn more.
Peer-to-Peer Cloud Edition lets you start a slide show without having to export any graphs or charts to PowerPoint. Use this feature to quickly show graphs and charts during your staff meetings or other presentations, no downloading necessary!
Learn more about Callahan & Associates Return Of The Member Score in this how-to document.
Watch the video below that covers how to use the RBC Forecasting Tool and RBC Component Breakdown Tool.
Learn more about the risk-based capital forecasting features in Peer-to-Peer.