Guest blog written by: Mark Hutchinson, Vice President and Director of Financial Planning and Analysis at STAR Financial Bank This is the third and final blog in our series on Incentive...

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

Learn how finance leaders can harness the components of FTP to benefit their institutions and support better analysis.

Read this article to understand how individual customers, products, channels and departments contribute to profitability and how measuring profitability is calculating funds transfer pricing.

(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.

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.

A prolonged environment of low interest rates, combined with a flat yield curve, have put significant pressure on banking margins. While these and many other factors contributing to...

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...

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.

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.

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.