P2P: How To Create A Peer Group Using Charter Numbers
Follow these 6 steps to learn how to create peer groups in Peer-to-Peer by importing credit union charter numbers.
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P2P: How To Create A Custom Peer Group
Peer-to-Peer’s allows you to customize your peer group selections. Tailor your comparison sets to make your analysis more meaningful by comparing one credit union to other credit unions or banks who are similar or who are direct competitors in local markets. This helps identify similarities that the built-in asset based peer groups may not capture, such as local economic conditions.
P2P: How To Analyze Inactive Institutions
Peer-to-Peer now allows you to analyze currently inactive institutions historically. This function will allow you to include institutions that are not currently active in your peer groups and comparison sets. Follow these easy steps to learn how!
P2P: How To Manage Peer Groups (204a)
Peer-to-Peer makes it easy to manage your standard and custom peer groups. You can delete, import, combine, and edit peer groups all in one location. To learn how follow these 7 easy steps!
P2P Tutorial: How To Include Or Exclude Institutions From Your Peer Group
Learn how to exclude specific institutions from your custom peer groups.
P2P: How To Create A Merger
Follow these step-by-step instructions on how to create and analyze a merger in Peer-to-Peer.
P2P: List of Merged Credit Unions
View this document to see recent mergers within the credit union industry!
P2P: Quick How-To Guide
Follow this brief How-To Guide to learn the first steps in navigating Peer-to-Peer. The document includes key information on selecting your primary and comparison sets, building custom peer groups, creating a custom displays and much more! [zilla_button url=”/support/wp-content/uploads/2016/06/Peer-to-Peer-How-ToGuide.pdf” style=”blue” size=”medium” type=”square” target=”_blank”] Download/View PDF [/zilla_button]
P2P: How To Use Formula Modifiers
Peer-to-Peer includes pre-programmed formulas and also gives you the ability to create your own. To help you in creating these formulas, here are some helpful factors to keep in mind.
P2P: How To Create A Custom Formula
Peer-to-Peer allows you to create custom formulas if you would like to analyze fields not already built together into Peer-to-Peer or if you would like to save custom ratios for easy use in future displays. Follow these 7 easy steps to create your own custom formulas!