StrataJazz Continuous Improvement User Groups
Level up your margin improvement efforts by engaging with financial, operational, and clinical leaders from organizations across the country who are leveraging StrataJazz® Continuous Improvement (CI). Plan to attend our webinars and networking sessions to hear from fellow CI peers on how they’ve successfully improved outcomes and achieved cost savings in partnership with CI Advisory Services.
Quarterly Webinars
Networking Sessions
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:
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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:
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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:
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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