Your Thoughts on Peer to Peer 2.0
| Share how you use the program, suggestions for improvement, and any other insights. Post a comment in our Online Forum! |
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Active Discussion & Feedback from the Online Forum |
Getting Started
At this site, we welcome Peer to Peer 2.0 users to start a topic or reply to other comments.
1. Start by visiting http://getsatisfaction.com/peer-to-peer2
or click on any of the 'Share your experiences with Peer to Peer 2.0' images throughout the
site.
2. View any of the existing topics by clicking on the 'Show More' link or the title. You can
choose to reply to this comment as well.
3. Choose to Ask a question, Share an idea, Report a problem or Start a discussion. (When
you begin typing in a topic in the box, previous discussions will populate based on tag words.
Choose to view these disucssions or continue with your own topic). Click on the 'Continue and
add details' button.
4. Write your feedback or any coments in the first box. Select a title for your discussion.
5. You can tag your discussion with words, so that any user searching within our Online Forum
can be brought to your comment with similar tag words (see step 2).
6. Post your comment.
Thank you ahead of time for joining the Peer to Peer 2.0 Community! We appreciate your
thoughts and insights on the program. Your feedback will help us learn more from our users
and help to develop the program for furture updates.
Sincerely,
Callahan & Associates' Software Team
Learn More About Peer to Peer 2.0 Through Additional Complimentary Resources
Callahan & Associates has created custom files that can be simply imported into Peer to Peer 2.0. Enhance your credit union analysis with these pre-built reports for your upcoming collections meeting, ALL processes and identifying potential expenses due to the Corporate Stabilization Plan. Simply open the .zip files and use these detailed instructions on how to import the custom files: Download 
| Mortgage Portfolio Analysis |
Download .zip file |
What do you want to know about mortgage lending? Let us help you sort through the data for better decision-making. The March 2009 call report has over 125 real estate related account codes so there’s a lot to dig through! In a recent complimentary CUtv webinar, we addressed how to get beyond industry averages to more specific comparison sets that can help you see where potential problems and opportunities lie using Peer to Peer and other external data sources. During this event, we showcased the Power of Peer using the set of custom graphs covering the Mortgage Portfolio, Asset Quality and Modification Trends. Download the .CRC file and import to your copy of Peer to Peer.
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| Collections Report |
Download .zip file |
Understand what your team can do to increase collections while strengthening member relationships. This report will provide you with different metrics you can use to help manage your collections department and measure results. Along with Delinquency Rates, understand performance with percentile ranking scores, weighted results and peer averages.
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| Corporate Stabilization Plan |
Download .zip file |
Understand costs due to the NCUA's decision of the corporate stabilization plan using Peer to Peer 2.0. Analyze metrics such as MCS and PIC deposits and pre-calculated formulas such as the premium assessment and revised impairment expense for your credit union and marketplace.
Related resource: Capturing the Impact of the NCUA Loss Reserve Action
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| Allowance for Loan Loss Report |
Download .zip file |
Analyzing historical allowance trends on the credit union in relation to your custom peers or market are all important factors in managing the allowance. Peer to Peer 2.0 can help to enhance your ALL analysis by using peer group data to assist in your Q&E process.
Related resource:Expand ALL analysis, Q&E process with comparative data
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Our webinars on Peer to Peer 2.0 were designed to introduce you to the new program. Take a look the new features of Peer to Peer 2.0 and how you can enhance your credit union analysis. Join us in:
Using Peer to Peer 2.0 to Discover More Opportunities at Your Credit Unionedit Union
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Live event: April 20, 2008 - How can give your credit union's performance more perspective? Join us in our case study on improving benchmarking with comparative/peer group data. Learn about the enhancements made in Peer to Peer 2.0 to help improve your financial analysis and to better identify your credit union's strength and areas of improvement. Take a peek at the new features, as compared to your current version of Peer to Peer.
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Access recording
Download slides |
Using Peer to Peer 2.0 to Analyze 1st Quarter Data
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Live event: June 6, 2008 - How will you analyze 1Q 2008 data? How did your peers perform? Receive an overview of first quarter 2008 credit union trends. And, learn how you can use Peer 2.0 to analyze your credit union's data in relation to your market or peers.
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Using Peer to Peer 2.0 to Prepare for Your Planning Session
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Live event: July 24, 2008 - How is your credit union preparing for your upcoming planning session? What information will you use to show how well your organization is performing? What methods will you use to get your team talking about the opportunities for your credit union? Learn how Peer 2.0 can help make your planning session more effective.
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What information can you pull from Peer to Peer 2.0? There are many ways Peer to Peer 2.0 can help your
credit union analysis. Simply create presentations with the program to:
Prepare for Your Planning Session |
Use the facts on your credit union's performance to make strategic decisions more effectively. Understand results by benchmarking your credit union's performance with custom peer groups.
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Analyze Merger Opportunities |
Understand the impact a merger will have on your credit union. Use data to analyze what a merger would look like at the credit union and identify opportunities.
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Research Credit Unions |
Target credit unions that will best fit your solutions. Understand credit union performance to build relationships in the industry.
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Benchmark Performance |
Give your performance more perspective. Identify those credit union's that are most similar to you in size, location, financials and demographics. Take a look at a case study on Non-Interest Income and how peer groups can help clarify the meaning of your results.
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| Measure Efficiency |
Every credit union is looking to improve efficiency but, how do you measuring it? Use efficiency metrics on your credit union and peers to answer questions such as: Is the credit union positioned to expand services, grow members or make investments to improve member delivery metrics? What are some ways you can maintain member service levels while lowering expenses? Use data to generate ideas on effective strategies and explore cost saving initiatives.
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‘Peer In Gear’ is a bi-monthly e-newsletter that keeps you up to date on user tips, upcoming webinars,
training dates and more. Be sure to register more program users to receive this additional resource. Join the
Peer to Peer Community today!
*All fields are required
Submit Help Desk Ticket
Do you need help with Peer to Peer 2.0? Would you like to report a bug? Submit a trouble ticket or ask us a
question. In the “Your Inquiry or Feedback” section, use the scroll down menu to select Peer to Peer Software.
Help Desk
* Please review the Version Number Worksheet for receiving program updates and the latest data available: Download
Updates Available in Peer to Peer 2.0
Along with the release of 1Q 2009 data, Callahan has recently made over 100 upgrades within the program!
Thank you for all of your feedback about Peer to Peer 2.0! We have already begun incorporating these updates in the program. Do you want the latest release? Updates are made through three simple steps via the Internet. To begin the upgrade process follow these steps and use the instructional links provided:
Step 1: Open the Peer to Peer 2.0 application
Step 2: Click on the Tools menu
Step 2: Select the Check for Software Updates option
*This process is used for quarterly data releases and program updates and fixes
Download
Video
We've made changes in the program and want to keep you updated:
- Account codes for CUSO data now work
- Created a new pre-built display for Yield on Average Investment; formula shortcut is "yield+gn/la on average
investment"
- Formula update for Yield on Earning Assets and Asset Composition
- Updated the title of the graph on the sidebar “Real GDP due to Personal Consumption YOY Change” to match the title
of the graph itself "Real GDP YOY Chance"
- Can use account codes A830A and A876
- Benchd formula fixed
- Cost of Funds vs. Market Rate Report fixed
- :.25, :.5, :.75 formula shortcuts for ROA fixed
- Header data added to 2-Year Report
- Ability to sort by CDS ID in any report
- Updated Financial Comparison reports erroring out due to dropping of a580 and a584
- Updated charter type for three CUs
- Fixed CUSO report from erroring out
- Updated all built-in peer groups to have the correct historical data when using 20084 cycle
- Formula updates for net_income, etc . . .
- Growth function fixed when going from negative value to another negative value.
- First Look program setup
- 'Peers' tab added in the Historial Line Chart custom display, reporting on all the individual credit unions in your
peer group(s)
- Progress bar of updates can be put behind other applications. It no longer is locked on top of everything else
- Editing a chart from a built-in display into a custom display now has the same data that is on the built-in display
- Ability to add more than 15 formulas when creating custom display with access to the formula wizard
- New built-in display that looks at the Efficiency Ratio before Provision for Loan Losses
- Map in Custom Build Peer Group creation colors correctly based on selections
- Vendors no longer double listed in Custom Build Peer Group creation process, in the Vendor tab
- Descriptions added in search feature of the Formula Wizard
- Display Frequency settings alters graph and X-axis correctly
- ROA and ROI growth #s corrected
- Custom reports no longer incorrectly adds up percentages for "Total Value" at bottom--- now it’s just blank
- Titles on edit of built-in display is now centered
- When creating a custom peer group, using the Custom Build process, the preview for any group filtered by ratios now matches the data in the list when you save the group
- Graph corrected when exporting ROA to Excel
- Resizing of columns stays when you resort
- New vs. Used Auto Loan Growth display corrected
- Custom display folder and chart names can now have apostrophes (‘) in them.
- When importing many charts with the same name, it will no longer add a bunch of 1’s at the end. Rather,
it will add _v#; # represents the iteration that display with the same name showed up during imports.
- Users can now sort by Charter number correctly
- New SPLASH screen when starting the application.
- Auto scroll feature added when organizing custom displays under File --> My Displays
- New data points added: NCUA Region, charter date
- Telephone numbers listed in the correct format
- ROA and ROI growth numbers corrected
- Looking back 1 year using :1 feature for ROA and ROE fixed
- Copy to clipboard function added to export data to Excel
- In the Custom Build for peer group creation, using the formula wizard doesn't overwrite other criteria
- 4th quarter data load
- Vendor updates: (1) Internet Banking provider, (2) estatement provider (3) the debit card signature (4) debit card PIN processor added to "Technology Partners Report" under Performance Reports
- Stacked area charts annualized correctly
- Custom Peer Group by FOM corrected
- # of CUs in All U.S. display correctly
- CDS ID, TOM_Code and CountyName added as accepted formulas
- ROA corrected in 5 Year FPR and 2 Year Financial Comparison
- ROM in custom reports corrected
- Added description to section of RSS Feed
- Corrected the CUPP Reports: Summary for Credit Union, Asset Quality Report, Capital Adequacy Report, Earning and Operations Report and Liquidity Report
- Search function installed in Formula Wizard
- Duplicate text removed from Formula Wizard
- Data for investments corrected
- Yield on Investments data in 2 Year Financial Comparison fixed
- Account code A100 data fixed for Q3 2008
- Updates account code A618a for Security Services
- First Look data for 4Q 2008
- Recognition of the shortcut "Investments" in Peer 2 formulas and displays
- Status bar during creation of custom peer groups
- Ability to create new folders in custom displays from the My Displays window
- Alphabetical organization of custom display folders and graphs
- Credit Card Processor data available in Technology Report
- Data update of account code a879a - indirect lending
- Looking back quarters using :.5 and :.75 shortcut is available
- Pulling aAverage a993/members (CC penetration) for a group of credit unions
- Formula line and title headings are now fixed when creating a custom display
- Issues with the Ranking Report under Performance Reports
- Economic data charts now shows most current data
- "Update available" notification when the program is opened
- Update to import charter numbers
- 4 fixes for ROM
- Net Income = a661a instead of (A395-a380-a381-a340)
- Update net_int_margin = (Annual(int_Income-a380-a381-a340)/ave_Assets) instead of (Annual(int_Income-a380-a381-a340)/ave_Assets)*100
- Total Assets Fix
- Econometric data updates
- First Cheyenne data updates 20074, 20081, 20082
- Update a455
- Update a799i
- Formula updates
- Update a704C1
- Header data
- Multiple Vendor updates
- Database program version tracker
- 3Q 2008 dataload
- Updates to the 5300 call report form
- fixed issue with downloading First Look data
- fixed issue with detecting proxy servers on install
- fixed custom chart import function where the formula “peer(“ is present
- fixed issue with importing a peer group from a list of charter numbers
- fixed issue with editing the title of custom reports
