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Analytics Product

Learn how to access and utilize the analytics product to gain insights into your bank's performance and compare it with peer groups.

By Tzvika Perelmuter

In this guide, we'll learn how to navigate and utilize the analytics product to gain insights into your bank's performance. By accessing the Analytics tab, you can explore various metrics such as loan concentrations, asset mix, and credit profile. Additionally, the guide will cover how to compare your bank's performance with peer groups by using the Peers tab, allowing for a detailed analysis of your standing in the industry. This tool is essential for understanding your bank's strengths and areas for improvement.

Let's get started

Hello, everyone. Today, we will discuss the analytics product. To access the analytics product, select the Analytics tab. Click on the Analytics tab to access the Analytics product.

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Click on "Analytics"
Step #1: Click on "Analytics"

Once you click on the Analytics tab, you can view the analytics of your bank and see your performance. Under Overview, the first thing you see is your Insights.

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Click here
Step #2: Click here
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"Insights"
Step #3: "Insights"

Here, under Insights, you can find a wealth of information about your bank.

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Click here
Step #4: Click here
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Click on "Show more insights"
Step #5: Click on "Show more insights"

You can see where your concentration is and compare yourself to your peer group. You can view your concentration of architecture loans, your holdings of multifamily loans, and your concentration of residential loans, among others. These graphs indicate where you are underweight or overweight and compare you to your peer groups.

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Click here
Step #6: Click here
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Click here
Step #7: Click here
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Click here
Step #8: Click here

You can also view your asset mix, credit profile, loan mix, and security mix.

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"Asset Mix"
Step #9: "Asset Mix"
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"Credit Profile"
Step #10: "Credit Profile"
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"Loan Mix"
Step #11: "Loan Mix"
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"Security Mix"
Step #12: "Security Mix"

Details about your bank, capital, profitability, deposit mix, and other bank information.

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"Capital"
Step #13: "Capital"
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"Profitability"
Step #14: "Profitability"
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"Deposit Mix"
Step #15: "Deposit Mix"
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Bank Information
Step #16: Bank Information

You can also go to the Peers tab.

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Click on "Peers"
Step #17: Click on "Peers"

In the Peers tab, you can choose a bank, select a peer group based on specific conditions, or create a new peer group.

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Choose Peer Group
Step #18: Choose Peer Group
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Select one
Step #19: Select one

For example, if you want to compare yourself to Midwest banks from 1, 2, 3B, choose this class. You will then see many comparisons between you and the peer group.

You can also create a new peer group. Click here, select "Create a New Peer Group," and choose specific filters.

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Click on "+ New Peer Group"
Step #20: Click on "+ New Peer Group"
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Click here
Step #21: Click here
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Add filter
Step #22: Add filter

For example, specify a state, and this peer group will filter all the banks in Alaska.

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Click on "State that matches"
Step #23: Click on "State that matches"
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Click on "Alaska"
Step #24: Click on "Alaska"

That's primarily about the analytics products.

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Click on "☑"
Step #25: Click on "☑"

It allows you to access your bank's analytics and compare them with peer group analysis. This helps you gain insights into your performance compared to your peers. Thank you.

Analytics Product