Together, Strata and c. myers create a stronger partner for financial institutions: expanding access to strategic planning and leadership for CEOs and boards, and uniting industry-leading ALM with best-in-class financial planning, reporting, and profitability for CFOs.

For CEOs and boards, a deeper partner for strategic planning, leadership development, and succession. For the office of the CFO, a unified platform for ALM, financial planning, reporting, and profitability, all built specifically for financial institutions.

Why This Matters

A stronger partner for the full leadership team

Financial institutions today face persistent challenges: interest rate volatility, margin pressure, evolving competitive dynamics, and increasing demands on leadership teams. Too often, these decisions are made across disconnected systems and planning processes, making it harder to respond quickly and confidently. Together, Strata and c. myers address these challenges by combining complementary strengths into a single, trusted partner.

For CEOs and Boards 

A stronger strategic partner to help shape the future of the organization through strategic planning, executive leadership development, CEO readiness, and succession planning. 

For CFOs 

c. myers’ industry-leading ALM expertise combined with Strata’s Axiom platform, bringing together asset-liability management, financial planning, reporting, profitability, and scenario analysis in a connected environment that supports faster, more informed decisions. 

For Every Financial Institution 

A shared commitment to long-term customer relationships. c. myers’ customer-centric approach to service paired with Strata’s customer success model: trusted guidance, deep industry expertise, and modern technology to help institutions navigate complex decisions with confidence. 

 

c. myers’ leadership services spanning strategic planning, CEO readiness and succession, CFO immersion, board development, and leadership programs.

 

c. myers’ ALM engine, interest rate risk modeling, liquidity analysis, and dynamic scenario modeling built to help institutions actively manage their business, not just meet regulatory requirements.

 

 

Strata’s Axiom platform delivers driver-based budgeting, forecasting, cash flow planning, financial reporting, and management reporting for financial institutions.

 

Funds transfer pricing, organizational, customer, and relationship profitability: a complete view of where the institution creates and consumes value. Plus incentive compensation management and what-if pricing — capabilities unique to Strata that allow CFOs to tie strategic financial planning directly to results.

A different approach to ALM

Strategic decision management, not just compliance

c. myers has long helped financial institutions use ALM as a strategic discipline, not simply a regulatory requirement, through dynamic scenario modeling and experienced leadership services. Combined with Strata’s Axiom platform, institutions can better align treasury and finance, improve planning across the organization, and make more informed strategic decisions. 

For CEOs and boards who rely on those insights to lead, c. myers brings decades of experience in strategic planning, CEO readiness, talent development, and succession planning to help leadership teams act decisively on what the numbers are telling them.

Frequently Asked Questions

What changes for me as a c. myers customer?

You should expect no changes or disruption to our work together. Your account team, active projects, implementation timelines, and SLAs will all remain the same. c. myers’ leadership services, including strategic planning, ALM, CEO readiness and succession, CFO immersion, board development, and leadership programs, continue in full. For CEOs, CFOs, and boards navigating complexity, this combination means more capability, not less. Over time, you will also benefit from the opportunity to explore Strata’s services and products, including enhanced planning, reporting, and profitability capabilities.

What changes for me as a Strata / Axiom customer?

You should expect no changes or disruption to our work together. Your account team, active projects, implementation timelines, and SLAs will all remain the same. Over time, you will benefit from the opportunity to explore c. myers’ services, including deeper balance-sheet strategy and scenario modeling capabilities connected to the planning, reporting, and profitability tools you already use, as well as c. myers’ leadership services in strategic planning, CEO readiness, and leadership development.

Will the two platforms be integrated? If so, when?

Our vision is to create an integrated platform across Strata and c. myers solutions where it delivers meaningful value for you and your organization. We will be evaluating opportunities to bring products and services together in ways that improve workflows, enable capabilities, enhance insights, and simplify your experience.

Who do I contact with questions?

Please reach out to the same contact you would normally communicate with. If you do not have a direct contact, please email us at StrataCMInquiries@stratadecision.com and we will reach out to discuss any questions.