Axiom™ Financial Institutions Suite - Rethemed

 

Financial Planning dashboard - Axiom software

Driver-Based Financial Planning


Transform your financials—from inputs to outcomes—with our driver-based budgeting, planning, and forecasting software.

Streamline your budgeting process, seeding the budget based on growth assumptions, while improving accuracy with distributed data inputs and automated consolidation of budgets across departments, branches, or markets.

Perform dynamic "what-if" modeling to easily quantify the impact of scenarios.

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Commercial - scatter plot with popup - Axiom Dashboard

Funds Transfer Pricing and Profitability


Get visibility into the customers, segments, branches, and products that drive the greatest value for your institution. We pull all the pieces together, calculating FTP, and allocating non-interest income and expense, loan loss, and capital, with transparent measurement processes.

 

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Relationship Profitability software dashboard

Relationship Profitability and Pricing


Understand a client’s total sphere of influence. This easy-to-use tool lets you build complex relationships, precisely measure profitability for each relationship, customer, and account, and accurately price new business.

 

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mountain view certification stamp

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.

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Find out how Axiom can help improve your financial and organizational performance

See Axiom in Action

Tech Specs

 

System Information

  • Cloud hosting on Microsoft Azure
  • Microsoft® .NET interface that leverages Microsoft® Excel®
  • Microsoft® Power BI® data visualization and analytics, optimized for Axiom
  • Full browser compatibility
  • Word Integration

Automated Data Integration

Includes a robust, highly configurable data connector that can be set up to connect to a variety of data sources in a matter of minutes - like general ledger, payroll, fixed assets, and loan and deposit systems. You can select the frequency of automatic synchronization. Our open integration ensures that you can connect to virtually any GL or instrument data source for clean, trusted data.

Security & Compliance

  • Role-based security for complete control over how your data is accessed and shared

  • SSAE-18 SOC Type II (SOC2) audited by BDO USA, LLP according to AICPA standards

  • Microsoft’s Azure HIPAA Compliance framework, which includes a BAA Contract Addendum and ISO 27001 audit controls, as well as SOX and GLB regulatory compliance

Strata Academy - StrataJazz

 

Learn more about the StrataJazz Administrator Certification program and upcoming sessions. 

StrataJazz Administrator Certifications are available across a range of modules. Each certification includes virtual, instructor-led training and an assessment in the form of a project and exam. Upon completion of all components, learners are granted a certification in their module. Each certification is designed to give you the tools and knowledge you need to successfully work as an administrator in StrataJazz.  

Looking for self-paced training courses? There are available for free to Strata customers within Strata Academy.  

How can I get the most out of StrataJazz Certification?

Strata recommends attending StrataJazz certification classes after you have started your implementation. Having some basic exposure to the StrataJazz platform before you attend class will improve your class experience. The implementation process includes training from your consultant that is tailored to your organization’s specific needs and builds on the fundamentals covered in certification.  

You may also choose to attend certification class after your organization has completed implementation as a refresher on key administrative tasks and workflows or as part of your onboarding as a new StrataJazz administrator.  

Unsure as to whether certification is right for you? Reach out to the Strata training team at strataacademy@stratadecision.com.  

Registration closes 7 days before the class!

Advanced Planning

 

Analytics

 

Decision Support 

 

Axiom Administrator Certification

 

Learn more about the Axiom Certification program and upcoming sessions. 

Axiom certification packages are designed to meet the needs of specific user roles. Each package includes a series of courses to meet the needs of that role. Axiom courses are applicable across industries and are focused on features available across the Axiom platform. These are listed within the Certification Directory below.  

In addition to offering role-based certification packages, Strata also offers stand-alone hands-on labs focused on the following topics: Advanced Spreadsheet Reporting, Axiom Intelligence – Web Reporting, and Axiom Intelligence – Visual Insights. These are listed within the Course Directory below and are purchased separately from the certification packages. 

CPE credits are available for attending Axiom courses. Credits are distributed at the course level – to learn more, review the information for individual courses.  

Looking for self-paced training courses? There are available for free to Strata customers within Strata Academy.  

How can I get the most out of Axiom Certification?

Axiom certification packages contain a series of courses. Strata recommends spacing out your attendance of these courses rather than attending all courses back to back.  

Registration closes 7 days before the class!

Axiom Certification Packages

 

axiom training

Axiom Primary User Certification

  • Total Days to Complete Certification: 10 (8 days of instructor-led, 2 days of self-paced) 
  • See individual courses for available dates and training format
  • Note that this certification previously offered Axiom Administration Infrastructure and Axiom Scheduler Administration as live sessions. Starting in 2026, those courses will only be offered in a Self Study format within Strata Academy. Pricing has been reduced to account for those changes.
axiom training

Axiom Data Analyst Certification

  • Total Days to Complete Certification: 3 
  • See individual courses for available dates and training format
axiom training

Axiom IT Certification

  • Total Days to Complete Certification: 3 (2 days of instructor-led, 1 day of self-paced) 
  • See individual courses for available dates and training format
  • Note that this certification previously offered Axiom Administration Infrastructure as a live session. Starting in 2026, that course will only be offered in a Self Study format within Strata Academy. Pricing has been reduced to account for that change.
axiom training

Axiom Reporting Certification

  • Total Days to Complete Certification: 5 
  • See individual courses for available dates and training format
axiom training

Axiom Essentials Certification

  • Total Days to Complete Certification: 2 
  • See individual courses for available dates and training format
axiom training

Axiom Data Admin Certification

  • Total Days to Complete Certification: 4 
  • See individual courses for available dates and training format

Axiom Training Courses

 

axiom training

Axiom Essentials

2-Day Online Course, Group Internet Based

axiom training

Axiom Imports

1-Day Online Course, Group Internet Based

2024 Financial Institutions Summit

At this year’s virtual Summit, join peers and industry experts to hear about common industry challenges, best practices for addressing those difficulties, and how institutions are using our Axiom Financial Institutions solution to fuel their missions. Hear success stories and lessons learned that will help you shape your institution's financial planning, analytics, and performance methods.  

Webinar: Learn How to Avoid the Pain of Budgeting Season

Each year you go through the same grueling, arduous process…formulate your inputs, crunch the numbers, run the outcomes, revise the data. It takes months of preparation, only for it to be outdated the minute you get into the new year. 

As defeating as that might feel, there is an easier way. There are steps to streamline the process, save time and have more accurate information on which to base your business decisions. 

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