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...

There are two words that finance leaders at banks and credit unions should take away from this blog post. You won’t have to remember anything else. I encourage you to read through the narrative and examples, but all you really need to remember are those two words.

In this guest blog, Daniel Groom, Senior Vice President of Finance, shares his team’s experiences, offering six best practices for a smooth and effective implementation of customer profitability analysis.

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

Managing business and financial performance in today’s challenging and constantly evolving financial environment is critical for any bank to achieve its short-term and long-term goals. The ability to manage business and financial performance is directly dependent upon an institution’s understanding of the drivers of that performance and the ability to effectively quantify projected business strategies.

Study finds growing sophistication in measurement and control—and more need. But some basics keep on rolling