Financial Planning dashboard - Axiom software

Driver-Based Financial Planning


Transform your financials—from inputs to outcomes—with our driver-based budgeting, planning, and forecasting software.

Streamline your budgeting process, seeding the budget based on growth assumptions, while improving accuracy with distributed data inputs and automated consolidation of budgets across departments, branches, or markets.

Perform dynamic "what-if" modeling to easily quantify the impact of scenarios.

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Commercial - scatter plot with popup - Axiom Dashboard

Funds Transfer Pricing and Profitability


Get visibility into the customers, segments, branches, and products that drive the greatest value for your institution. We pull all the pieces together, calculating FTP, and allocating non-interest income and expense, loan loss, and capital, with transparent measurement processes.

 

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Relationship Profitability software dashboard

Relationship Profitability and Pricing


Understand a client’s total sphere of influence. This easy-to-use tool lets you build complex relationships, precisely measure profitability for each relationship, customer, and account, and accurately price new business.

 

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mountain view certification stamp

Strata’s Axiom® Financial Institutions Suite has received full Model Risk Certification 

This certification from MountainView Risk & Analytics reinforces Strata’s commitment to delivering trusted, transparent, and compliant financial planning and analytics tools for banks and credit unions.

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Find out how Axiom can help improve your financial and organizational performance

See Axiom in Action

Tech Specs

 

System Information

  • Cloud hosting on Microsoft Azure
  • Microsoft® .NET interface that leverages Microsoft® Excel®
  • Microsoft® Power BI® data visualization and analytics, optimized for Axiom
  • Full browser compatibility
  • Word Integration

Automated Data Integration

Includes a robust, highly configurable data connector that can be set up to connect to a variety of data sources in a matter of minutes - like general ledger, payroll, fixed assets, and loan and deposit systems. You can select the frequency of automatic synchronization. Our open integration ensures that you can connect to virtually any GL or instrument data source for clean, trusted data.

Security & Compliance

  • Role-based security for complete control over how your data is accessed and shared

  • SSAE-18 SOC Type II (SOC2) audited by BDO USA, LLP according to AICPA standards

  • Microsoft’s Azure HIPAA Compliance framework, which includes a BAA Contract Addendum and ISO 27001 audit controls, as well as SOX and GLB regulatory compliance