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Content type

  • Press Release (11)
  • Expert (2)
  • (-) Resource (91)

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  • Healthcare (1)
  • Higher Education (1)
  • (-) Financial Institutions (91)

Resource Type

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Displaying 37 - 48 of 91

Accelerate Performance through Planning: Why It Matters to Financial Institutions

Banks and credit unions need an accurate, flexible, and transparent plan to guide their strategies for addressing external forces, such as economic volatility, regulation, competition...

Blog

5 Steps to Effective Scenario Planning for Financial Institutions

Profitable growth requires risk, and scenario planning can help financial institutions understand and effectively manage those risks to maximize profitability. By creating “what-if”...

Blog

Financial Planning for Uncertainty: Taking the Next Steps

How can banks, credit unions, and farm credit associations respond during the COVID-19 pandemic? Read more for our helpful insights.

Blog

Pandemic Recovery: What’s in a Forecast?

By collecting and aggregating data from across the organization, leaders can make informed plans and create tailwinds as the world emerges from this pandemic. Read more.

Blog

Adopt a Chef’s Approach to Profitability Measurement and Analysis

"Follow the recipe, but add your own touches" - what does this mean for how your organization measures profitability? Read more!

Blog

Navigating COVID-19: Financial Institution Leaders Share Challenges and Strategies

A difficult rate environment and unprecedented competition created high levels of uncertainty around financial institution performance in the year leading up to the COVID-19 outbreak...

Blog

Hope is Not a Strategy: Focus on Relationships for Margin Management

It’s no secret that even prior to the effects of the COVID-19 virus, the rate environment made it difficult for banks and other financial institutions to increase profitability. Read more on how to weather this storm.

Blog

Tips for Weathering the Banking Industry’s Perfect Storm

As a trusted partner in the financial institution space for 10+ years, we want to help your organization navigate these turbulent times by offering thoughts, ideas, and best practices from a Financial Planning and Analysis (FP&A) perspective. Read more.

Blog

How to Improve Your Budgeting Process: 5 Ways Axiom Helps

Read the interview with Lindsay Reyes, VP of Finance for Valley Strong Credit Union, to learn more about the 5 ways Axiom can improve your budgeting process.

Blog

Overcoming Budget Season Challenges: 4 Actionable Strategies for Your Institution

Now that budget season is upon us, it’s a great time to take a close look at 4 common planning challenges and proven ways to address them.

Blog

Axiom Relationship Profitability and Pricing System Overview

Learn how Axiom RPPS empowers leaders and relationship managers to understand each client’s sphere of influence, measure and monitor relationship profitability, and accurately price new business.

Video

3 Ways to Drive Better Decision-Making at Financial Institutions

90% of CFOs say monitoring relationship and customer profitability is important, but only 43% do so. Learn how you can identify gaps and help your financial org succeed.

Blog

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        • Integrated Analytics
        • Contract Analytics
        • Episode Analytics
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        • Treasury Cash Management
        • Long Range Financial Planning
      • Performance Management
        • Continuous Improvement
        • Management Reporting
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    • Financial Institutions
      • Driver Based Planning and Forecasting
        • Budgeting and Planning
        • Cash Flow Forecasting
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