(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) Financial institutions with effectively developed and executed strategic plans have a clear competitive advantage, but such institutions are all too limited in number. Leaders often cite the lack of appropriate data and tools as a reason that strategic initiatives lose momentum amid the daily “fire drills” in financial institutions.

The Axiom Financial Institutions Suite solution provides an overview of features and benefits around the key solutions we offer. Read more!

Key insights into BCU's approach to profitability reporting, and interesting ways to visualize and better understand performance.

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

The banking industry is full of hope with expectations of higher interest rates and decreased regulation. However, banks and credit unions still find themselves mired in one of the most...

Jennifer Meyers discusses how her team leverages Axiom Software for planning, reporting, and funds transfer pricing at Colorado-based Westerra Credit Union. Watch now!

In the previous two blogs related to the resurgence of profitability analysis in the banking industry (Defining the Challenge & Understanding the Process), we covered financial...

(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.

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

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.

FMS Financial Managers Society; authored by Bryan Ridgway and Kenneth M. Levey April 19, 2016 For the better part of two decades, financial institutions have watched their net interest...