Axiom Software Deployment Options
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New Syntellis Performance Solutions Report: Financial Executives Have Limited Confidence in Managing Profitability Performance
CHICAGO – June 29, 2020 – Syntellis Performance Solutions, a leading provider of financial planning software, data and analytics solutions for healthcare, higher education and financial institutions, today released a report that found 71% of financial institution executives have limited confidence in their institutions’ ability to forecast and manage profitability performance—despite their understanding of the growing importance of profitability analysis amid an uncertain industry landscape.
Fiserv Helps Financial Institutions Make the Right Business Decisions with Syntellis Performance Solutions
CHICAGO – July 29, 2020 – Syntellis Performance Solutions, a leading provider of enterprise performance management (EPM) software, data, and analytics solutions announced today a relationship with Fiserv, Inc. designed to further empower financial institutions with a robust forecasting and budgeting solution to guide financial business decisions.
5 Steps to Effective Scenario Planning for Financial Institutions
Profitable growth requires risk, and scenario planning can help financial institutions understand and effectively manage those risks to maximize profitability.
By creating “what-if” scenario analyses to inform reforecasting, finance teams can illustrate how changes in business drivers may affect the budget. Modeling different sets of conditions can assist in guiding budget and strategy decisions.
Financial Planning for Uncertainty: Taking the Next Steps
How can banks, credit unions, and farm credit associations respond during the COVID-19 pandemic? Read more for our helpful insights.
Incentive Compensation Management Demo
Watch Brad Brockman, Senior Solutions Engineer, demonstrate how Axiom Incentive Compensation Management (ICM) helps financial institutions:
Pandemic Recovery: What’s in a Forecast?
By collecting and aggregating data from across the organization, leaders can make informed plans and create tailwinds as the world emerges from this pandemic. Read more.
Adopt a Chef’s Approach to Profitability Measurement and Analysis
"Follow the recipe, but add your own touches" - what does this mean for how your organization measures profitability? Read more!
Over 20% of U.S. Farm Credit Associations Select Kaufman Hall Performance Management Solutions to Help Overcome Unprecedented Challenges
11 more farm credit associations adopted Axiom Software between December 2019 and April 2020! More than 20% of all U.S. farm credit associations now use Axiom Software. Read more.
Jeff Truitt
Product Manager, Financial Institution Solutions
Jeff Truitt is a Product Manager, with a focus on financial institutions. He directs design and development of Axiom software solutions, building in best practices for banks, credit unions, and farm credit associations.
Mr. Truitt has 10 years of experience implementing and administrating software and database systems, including several years in the financial industry. Prior to joining Syntellis, he was a Senior Financial Analyst at BCU, where he led the implementation of Axiom Software’s funds transfer pricing, organizational profitability, customer account profitability, and incentive compensation management solutions. Mr. Truitt utilized the profitability system to support decision making across the organization, including acquisitions, new branch openings, product feature changes, and capital investments. Prior to BCU, he worked in the telecommunications industry conducting financial analyses and administration of various databases. Earlier in his career, Mr. Truitt worked at a startup CRM software company, where he was responsible for implementations, customer service, and training.
Mr. Truitt received his M.B.A. from the University of Illinois, and his B.S. in Finance from the University of Kansas.
Financial Institutions
Financial Institutions