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.
Navigating COVID-19: Financial Institution Leaders Share Challenges and Strategies
A difficult rate environment and unprecedented competition created high levels of uncertainty around financial institution performance in the year leading up to the COVID-19 outbreak. Now, extreme volatility in the financial markets — with wild intra-day swings in market indices and stock prices — along with high levels of other negative economic data (i.e., increase in unemployment) present new challenges for leaders in the banking industry, leaving some with more questions than answers.
Hope is Not a Strategy: Focus on Relationships for Margin Management
It’s no secret that even prior to the effects of the COVID-19 virus, the rate environment made it difficult for banks and other financial institutions to increase profitability. Read more on how to weather this storm.
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
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 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
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!