Solution Showcases
Topics by Month
StrataJazz Decision Support Office Hours
Networking aimed to bring together the StrataJazz System Administrators and System Owners to dive deeper into utilizing the features and functionality within the StrataJazz toolset for Decision Support. Sessions include walkthroughs of specific product functionality and Q&A.
Topics by Month
Midwest/Chicago Area
Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. This unique event is meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.
Objectives:
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Understand what trends your peers are seeing in the industry and how they plan to address those challenges
Midwest/Kansas City Area
Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. This unique event is meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.
Objectives:
-
Understand what trends your peers are seeing in the industry and how they plan to address those challenges
Financial Institutions Regional In-Person Networking Events
Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. These unique events are meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.
Upcoming Events
Past Events
DFW Peer Networking
Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. This unique event is meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.
Objectives:
-
Understand what trends your peers are seeing in the industry and how they plan to address those challenges
Miami Peer Networking
Join colleagues from fellow financial institutions to exchange strategies for tackling some of today’s biggest financial industry market challenges. This unique event is meant to connect leaders from across the region, build relationships and facilitate conversation around emerging trends and how to leverage the Axiom solutions and services to positively position you for success.
Objectives:
-
Understand what trends your peers are seeing in the industry and how they plan to address those challenges
Relationship Profitability & Pricing
Price and Manage Portfolios Based on Relationship Profitability
The Axiom™ Relationship Profitability and Pricing System (RPPS) provides the framework to build and manage complex relationships, understand and leverage profitability analytics, and accurately price new business―allowing you to optimize profitability and best serve customers.
Generate Comprehensive Reporting
Provide your relationship managers with reports detailing their portfolio profitability and empower management with profitability data to fuel business decisions and incentive compensation plans
Incorporate Costing Data
Apply costs at the customer account and transaction levels to ensure accurate relationship profitability calculations. Leverage cost rates by product or transaction from Axiom or utilize a third-party source
Get A Rolling Profitability View
See the current and historical profitability for each account and customer based on matched-term funds transfer pricing calculations of net interest margin, non-interest income and expense, and provision for loan loss
Compare Pricing Scenarios
Select the best pricing scenarios to support the relationship and optimize profitability; automatically generate and submit the proposal with supporting profitability calculations and metrics
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.
Who We Help
The Axiom Relationship Profitability and Pricing System (RPPS) provides a single solution serving institution leaders, relationship managers and other front-line staff.
Leadership
Institution leaders in finance and lending rely on the analytical capabilities of Axiom RPPS to:
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Employ a consistent calculation approach for historical and projected profitability
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Understand the risks and opportunities around top and bottom-performing relationships
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Incent profitable growth through evaluation and compensation of front-line performance
Front-Line Staff
Relationship managers, loan officers, branch managers and other front-line staff need better visibility to your institution’s relationships and their economic impact. Axiom RPPS helps you:
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Price new business based on empirical profitability, quickly understanding current relationship contribution, margin impact of adding products, forecasted ability to meet your hurdle rate, and which pricing scenario maximizes client satisfaction
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Best serve each client, leveraging visibility to the full breadth of a client's relationship and associated accounts
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Maximize portfolio profitability, identifying top and bottom performing relationships to inform relationship plans and business decisions
Fully realize the value of each account, customer, and relationship in your portfolio
Featured Resources
Funds Transfer Pricing & Profitability
In today’s competitive financial landscape, understanding the true contributors to net interest margin (NIM) is essential. Strata’s Axiom® Funds Transfer Pricing (FTP) solution helps financial institutions move beyond averages and assumptions — delivering precision and transparency across customers, products, and organizational units.
With matched-term precision, scalable modeling, and rich analytical capabilities, Axiom FTP equips finance leaders to make better, faster decisions.
Leverage Precision at the Account Level
Axiom FTP is purpose-built to calculate accurate transfer pricing rates at the instrument or account level. Whether for loans, deposits, or structured products, the solution models and applies FTP charges and credits based on key characteristics, including:
Embedded options
Yield curve selections and market benchmarks
Expected cash flows
Origination date and term
Financial Institutions 2026 Trends Survey
Take our annual Financial Institutions Trends Survey and help benchmark the industry's financial performance outlook for 2026.
Achieve Smarter Margin Management
FTP helps financial institutions go beyond rate-setting — it enables a deeper understanding of profitability.
With Axiom, you can:
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Allocate margin accurately across lending, deposit gathering, and risk management activities
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Assess pricing and contribution by customer, channel, product, or officer
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Model the incremental impacts of rate or volume changes
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Drive margin transparency and accountability across the institution
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Inform pricing strategies, planning models, and compensation programs
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Calculate risk-adjusted return on capital (RAROC) across any dimension by allocating economic capital to ensure that risk and reward stay aligned
With drill-down capabilities to the transaction level and customizable rules, you’re always in control of your assumptions and your outcomes.
Move Beyond Just a Calculation Engine
Axiom FTP surpasses traditional rate models. It combines powerful transfer pricing logic with a full suite of integrated profitability and analytics tools:
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Ranking reports by profitability or return metrics
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Risk/return analyses for performance optimization
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Funding center reports to identify internal value transfer
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Incremental impact analysis of new business or market changes
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Rate-volume analytics to understand key margin drivers
These insights help institutions better align resources, refine product pricing, and guide leadership with confidence.
Access a Solution Designed for Financial Institutions
Built with the unique needs of banks, credit unions, farm credit associations, and non-depository lenders in mind, Axiom FTP offers:
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Matched-term pricing algorithms for record-level precision
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Configurable FTP rules with base and adjustment rate logic
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Multi-threaded processing engine for high-volume scalability
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Robust ETL tools for automated, validated data integration
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Role-based security and access control for sensitive reporting
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Interactive dashboards with point-and-click drill-down to account detail
From operational users to senior executives, everyone gets the insights they need — fast.
Build Insights with Seamless Integration
As part of Strata’s unified Enterprise Performance Management (EPM) platform, Axiom FTP integrates natively with:
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Profitability analysis
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Budgeting and forecasting
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Planning models
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Incentive compensation frameworks
This connected environment ensures that FTP insights flow across your financial processes, strengthening strategy, execution, and performance.
Unlock the True Drivers of Profitability
With Axiom FTP, your institution gains a sharper lens into margin, a more accurate allocation of value, and the tools to drive performance across every dimension.
Turn FTP from an exercise into a competitive advantage.
Solution - FI Driver-Based Financial Planning - Retheme
Budgeting & PLANNING
Streamline Your Budgeting Process
Create and manage planning models that are connected to your market and operational drivers.
With Axiom Software, your budgeting process is more efficient and accurate through automated consolidation
of budgets across departments, branches, or markets
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Evaluate the finance impact of changing assumptions
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Leverage enterprise-ready workflows, top-down spread, role-based security, and automated report production
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Improve budgeting accountability and accuracy
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Integrate daily general ledger, HR, fixed assets, transaction detail, and other system data
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Leverage Excel familiarity for business rules and reports without complex scripting
Financial Institutions 2026 Trends Survey
Take our annual Financial Institutions Trends Survey and help benchmark the industry's financial performance outlook for 2026.
periodic forecasts
Prepare for Potential Impacts on Your Financials
Model and monitor the impact of shifting interest rates, lending rates, and loan volumes on your financial outcomes and performance indicators. Integrate the resulting driver-based forecasts with long-term financial plans and operational budgets to arm leadership for effective strategic and tactical planning.
Change Is Inevitable. Timing Is Unpredictable. Model Your Scenarios and Mitigate Risk.
Real-time answers on the impact of changes in interest and lending rates, operating costs, and staff with dynamic, “What if” modeling
Aggregate projected changes into financial planning portfolios to map overall impact on budgets
Forecasting and Scenario Modeling
Next Level Financial Planning
Calculate cash flow projections at the record level, aggregating them into planning portfolios to improve accuracy in net interest margin planning and provide better focus on incremental new business. Our cash flow planning software enables data analytics, enhances data visibility, and allows you to build a cash flow forecasting model into the standard budgeting process. View loans and deposit records in portfolios—including those set to mature and reprice.
Better Predict Your Net Interest Margin
Use your interest rate forecast, runoff of existing balances and rates, impact of new originations, and optional funds transfer pricing (FTP) rates to generate your cash flow forecast, more accurately predicting projected balances, yields, and FTP spread (if used) to inform a cash flow-based budget.
Improve Scope And Accuracy
Process fixed, adjustable, and variable records across all instrument types in our cash flow engine, adding prepayment assumptions so your future cash flows reflect a more realistic view of customer/member behavior.
Stay Nimble with What-if Scenarios
Anticipate potential market conditions by modeling “what-if” scenarios, and be ready to adjust your risk-adjusted cash flow plan and projections to reflect changes in product mix, pricing, spread and more.
Discover the Axiom Difference
Strengthen your ability to compete in a changing marketplace with industry-leading software
that solves enterprise planning challenges for financial institutions
Featured Resources
Axiom Eases Budgeting Challenges, Increases Data Transparency for Valley Strong Credit Union
Axiom Eases Budgeting Challenges, Increases Data Transparency for Valley Strong Credit Union
Customer Story
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