Merger intelligence for credit unions: find candidates worth a conversation, analyze them against your own numbers, and take a board-ready analysis to your directors. Every figure traces to NCUA Call Report data.
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One candidate, start to finish. Every figure along the way traces to NCUA Call Report data.
Narrow every credit union down by state, asset size, field-of-membership compatibility and stress, then compare what's left on Datrio's stress, quality and fit scores.
Open any candidate to see its Call Report metrics against your credit union and its peer median, quarter by quarter, alongside Datrio's scores and a pro-forma view of the combined institution.
With one click, get a short plain-English brief on the candidate: asset quality, strategic fit and key risks. Before you see it, Datrio checks every number in the text against the figures it computed from Call Report data. If one doesn't match, you get Datrio's standard summary instead.
Generate a full written analysis: why this candidate, asset quality, the pro-forma combined institution, field of membership and charter path, branch overlap, integration and key risks, ending with questions for your board. It closes with its data sources, methodology and the regulations it cites, and you can save it and download a PDF.