Creating Custom Peer Groups in LuLu

In this video, I walk you through the process of creating your own custom peer groups in VUVU. You’ll learn how to navigate to the Customize section, select the margin module, and define your peer group, such as any Virginia credit union with between $500 million and $1 billion in total assets. I also demonstrate how to use the lookup tool to reference specific credit unions within your peer group for chats and reports. Please take a moment to try creating your own peer groups and set one as your default for easier access. This will enhance your ability to benchmark and analyze your credit union’s

Chapters:

• 0:00: Introduction to Custom Peer Groups
• 0:59: Defining Peer Group Criteria
• 3:09: Utilizing Peer Groups in Reports