Are you dreading budgeting season? You’re not alone.

Syntellis Performance Solutions  (previously Kaufman Hall Software) conducted a 2019 CFO Outlook Survey that found 94% of CFOs and senior finance leaders felt increasing pressure to provide greater insights into how financial results impact business strategy. Given that net interest margin typically represents 60-85% of earnings for most financial institutions, the ability to perform robust balance sheet and margin planning is critical to providing those insights. 

With the right strategies and solutions, you can easily deliver these insights and more to guide profitability planning and strategy.

Watch this on-demand webinar to:

  • Learn best practices for balance sheet and margin planning as part of your budgeting, planning, and forecasting processes 
  • See the value of leveraging cash flow-based forecasting, forecasted Funds Transfer Pricing, scenario analysis, and other concepts in these processes
  • Understand how these strategies will both improve your budgeting process and maximize your institution’s profitability