Improve your budgeting and planning processes to accelerate and optimize performance using our six best practices. Read more now!

The ability to grow an institution’s customer base, balance sheet, and earnings presents a significant challenge in today’s banking environment. Despite the pandemic accelerating the...

On the one hand, the prevalence of stagnant net interest margins across the industry suggests that community institutions would be desperate to get an accurate picture of exactly where...

Axiom FTP and Profitability solution is designed to calculate accurate Funds Transfer Pricing rates at the instrument/account level. This helps finance professionals measure margin contribution across any dimension, such as customers/members, products, organizational units, and channels.

(Part 3 of a 3-part blog series) Preparations for the 2018 budgeting process are underway in financial institutions. Few people relish the experience, which is often characterized by long hours and vast differences between the future financial performance executive stakeholders want and what management can deliver. Aligning strategic plans with tactical plans and associated budgets often does not occur or the linkages among these pieces are weak.

In this final blog of the series, I explore the importance of leveraging such information to improve the overall customer experience at your institution. Read more!

When crunching budget numbers, complex credit unions with several branches and departments might feel like they are searching for a needle in a haystack. Error-prone Excel spreadsheets...

Syntellis' Axiom Incentive Compensation Management (ICM) solution enables banks, credit unions, farm credit associations, and non-depository lenders to manage and administer incentive plans to improve financial performance, and to empower individuals to help achieve organizational objectives.

Incentive Compensation Management programs are a critical component for driving successful growth. Learn more about how you can unify your approach to ICM and enterprise performance management (EPM) processes.

Since the financial crisis, the banking industry as a whole has been reporting record profits for several quarters, at least in terms of dollar figures. Unfortunately more meaningful measures of bank profitability–such as average return on equity, average return on assets, and net interest margin–have remained depressed or stagnant.

How can a banker truly know which products and services (and even which customers) are most profitable, which ones actually erode value, and the institution’s true cost of providing supporting services?

Accurately price, analyze, and manage portfolios to optimize profitability and best serve customers. Learn more today!