Quantify Financial Impacts with Integrated Financial Planning Software
Axiom helps finance and accounting teams at financial institutions move from reactive to proactive planning. Whether you need to streamline annual budgeting and forecasting or evaluate long-term strategic initiatives, we provide the tools to model scenarios, assess alternatives, and drive confident decision-making.
Driver-based budgeting, planning, and forecasting software
Visibility into customers, segments, branches, and products that drive value
Price new business by understanding a client's total sphere of influence
Gain streamlined reporting and analytics for actionable insights with Axiom Intelligence
Evaluate opportunities, assess risks, and understand the financial implications
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.
Strategic Financial Planning
Long-term scenario modeling and initiative evaluation for board-level decisions
Move beyond annual budgeting to strategic decision-making. Model 3–10 year plans, evaluate strategic initiatives as distinct business cases, and compare scenarios in minutes instead of days. Purpose-built for CFOs, strategy directors, and board-level planning.
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.
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.
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.
Find out how Axiom can help improve your financial and organizational performance
Tech Specs
System Information
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Cloud hosting on Microsoft Azure
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Microsoft® .NET interface that leverages Microsoft® Excel®
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Microsoft® Power BI® data visualization and analytics, optimized for Axiom
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Full browser compatibility
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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
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Role-based security for complete control over how your data is accessed and shared
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SSAE-18 SOC Type II (SOC2) audited by BDO USA, LLP according to AICPA standards
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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