Financial Institutions | Strata Decision Technology

Tips for Weathering the Banking Industry’s Perfect Storm

Read more about Tips for Weathering the Banking Industry’s Perfect Storm

As a trusted partner in the financial institution space for 10+ years, we want to help your organization navigate these turbulent times by offering thoughts, ideas, and best practices from a Financial Planning and Analysis (FP&A) perspective. Read more.

Financial Services CFOs Say Their Institutions Need to Gain Greater Insights into Who and What Drives Profitability, Kaufman Hall Survey Finds

Pressure from an uncertain economy and unprecedented competition from an increasing number of sources has 92% of CFOs. Read more news about the latest report from Kaufman Hall, the 2020 Outlook for Financial Institutions.

Axiom Planning Demonstration: Key Elements for Your Budgeting Process

Read more about Axiom Planning Demonstration: Key Elements for Your Budgeting Process

What should you look for in a planning system? Watch our short video to learn more about the keys necessary for successful budget planning in 2020.

How to Improve Your Budgeting Process: 5 Ways Axiom Helps

Read more about How to Improve Your Budgeting Process: 5 Ways Axiom Helps

Read the interview with Lindsay Reyes, VP of Finance for Valley Strong Credit Union, to learn more about the 5 ways Axiom can improve your budgeting process.

Expand Your Profitability Insights: Axiom RPPS

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Kaufman Hall’s Axiom Relationship Profitability and Pricing System™ (RPPS) provides financial institutions with a complete picture of each customer’s total relationship. Learn more!

Boost Portfolio Performance: Axiom Relationship Profitability and Pricing Demonstration

Read more about Boost Portfolio Performance: Axiom Relationship Profitability and Pricing Demonstration

Customer relationships matter, but only 1 in 5 relationships create economic profit. The top 1% create most of that value for financial institutions. Make the most of your top customer relationships with Axiom RPPS.

Overcoming Budget Season Challenges: 4 Actionable Strategies for Your Institution

Read more about Overcoming Budget Season Challenges: 4 Actionable Strategies for Your Institution

Now that budget season is upon us, it’s a great time to take a close look at 4 common planning challenges and proven ways to address them.

3 Ways to Drive Better Decision-Making at Financial Institutions

Read more about 3 Ways to Drive Better Decision-Making at Financial Institutions

90% of CFOs say monitoring relationship and customer profitability is important, but only 43% do so. Learn how you can identify gaps and help your financial org succeed.

Squeezing More Margin from Your Portfolio: It’s All About Relationships

Read more about Squeezing More Margin from Your Portfolio: It’s All About Relationships

In this environment of continued pressure on financial institutions, how can bank and credit union leaders squeeze more margin from their portfolio? Read Ken Levey's insights to find out.

First Commonwealth Bank Selects Kaufman Hall’s Axiom Software to Optimize Financial Performance and Analysis

First Commonwealth Bank has joined a growing number of mid-sized U.S. financial institutions implementing Kaufman Hall’s Axiom Financial Institutions Suite. The software will be used to support the bank’s financial reporting, planning, forecasting, and profitability analysis needs.

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