Why Financial Institutions Must Plan Ahead to Stay Agile
Organizational agility was critical in 2020, as financial institutions faced an unprecedented crisis from the COVID-19 pandemic. Nearly a decade’s worth of innovation and technical upheaval occurred within a year, forcing companies to deviate from plans and adapt quickly.
Blog
The ‘Next Normal’: Agility and Digital Transformation in Banking
2020 may be over, but it’s still driving decision making. The pandemic highlighted areas where financial institutions can improve. Read more.
Article
Lessons Learned from Financial Institutions’ 2020 Challenges
Finance leaders at many banks, credit unions, and other financial services institutions said their organizations were not prepared for the level of disruption brought on by the COVID-19...
Article
Taking Financial Planning to the Next Level for 2021
How can banks, credit unions, and other financial institutions reshape their budgeting and planning processes for these turbulent times? Read more!
Article
Maximizing Budgeting Efforts in the COVID-19 Era
Banks, credit unions, and others must rethink their budgeting and planning processes with a fundamental question in mind: Is the juice worth the squeeze?
Article
Financial Planning for Uncertainty: Taking the Next Steps
How can banks, credit unions, and farm credit associations respond during the COVID-19 pandemic? Read more for our helpful insights.
Article
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.
Article
FTP & Profitability Boot Camp: Part 3 - A Best Practice Approach to Profitability Management
Part 3 of our boot camp is an overview of profitability theory and the Axiom approach to truly understanding what drives profitability at your institution. Learn about the metrics and dimensions that are key to your analysis. Watch the full webinar.
Webinar
Hope is Not a Strategy: Leverage Relationship Profitability for 2020 Margin Management
Watch this on-demand webinar to discover how Chief Financial Officers, Chief Lending Officers, and Relationship Managers can leverage relationship data across the institution to improve financial performance.
Webinar
FTP & Profitability Boot Camp: Part 2 - Building an Effective Profitability Framework
Jeff Truitt, Industry Practice Lead, Profitability, will show you what it takes to build an effective profitability framework at your institution. Watch now!
Webinar
FTP & Profitability Boot Camp: Part 1 - Funds Transfer Pricing Theory and Best Practices
Learn how all sizes of institutions can benefit from using a transparent, matched-term transfer pricing approach. Learn how it works and how to successfully apply FTP at your institution.
Webinar
Staying Nimble in the Face of Unprecedented Disruption to Financial Institutions
How is your institution weathering the perfect storm wrought by COVID-19? Finance and accounting teams have been preparing for unprecedented disruption, including the recent inversion...
Webinar
COVID-19 Peer Strategies: Reforecasting and Scenario Analysis
As we face an unprecedented level of disruption to our personal and professional lives, we rely on our connections and communities more than we ever thought possible. This includes...
Webinar
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...
Article
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.
Article
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.
Article
Manage Uncertainty With Scenario Planning
Scenario planning empowers institutions to model different circumstances and quickly adapt when conditions change. Read this white paper to discover types and benefits of scenario planning, hurdles to overcome, and elements for success.
White Paper