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.

In this environment of continued pressure on financial institutions, how can bank and credit union leaders squeeze more margin from their portfolio? Read Ken Levey's insights to find out.

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

To sustain financial institutions’ competitive position, CFOs must be able to dig deeper into data and communicate high-level insight.

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...

As community bankers evaluate the most effective ways to achieve their profitability goals, the importance of calculating and tracking funds transfer pricing (FTP) should not be...

(Part 1 of a 3-part blog series) Bank and credit union executives need to understand the value of their customers/members (hereafter referred to as customers), and the implications of not doing so.

(Part 2 of a 3-part blog series) In this follow-up blog, I explore how to better identify individual customer value—first by measuring the contribution of each customer to overall institution profitability, and then by assessing the full scope of each customer’s influence.

Ninety percent of CFOs surveyed say they should be doing more with the financial and operations data they have at hand.

This blog discusses the continued importance of the branch network for financial institutions.

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?

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...