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Jeff Truitt

Jeff Truitt is a Product Manager, with a focus on financial institutions. He directs design and development of Axiom software solutions, building in best practices for banks, credit unions, and farm credit associations.

expert

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

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs. Read more news about the latest report from Kaufman Hall, the 2020 Outlook for Financial Institutions.

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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

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.

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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

Squeezing More Margin from Your Portfolio: It’s All About Relationships

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.

Blog

First Commonwealth Bank Selects Kaufman Hall’s Axiom Software to Optimize Financial Performance and Analysis

First Commonwealth Bank has joined a growing number of mid-sized U.S. financial institutions implementing Kaufman Hall’s Axiom Financial Institutions Suite. The software will be used to support the bank’s financial reporting, planning, forecasting, and profitability analysis needs.

news

6 Best Practices to Prepare for Budgeting Season

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

Blog

Evaluating Branch Performance: Maintaining the Momentum for Improved Branch Performance

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...

Blog

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