“Change is the only constant in life.” This has never been truer for financial institutions facing today’s interest rate uncertainty, delinquencies and deferred foreclosures, non-traditional competition, and active market consolidation.


Finance experts from Syntellis, Fiserv, and UW Credit Union discussed how these challenges impact your institution’s resiliency, planning needs for the current environment, and best-practice recommendations for the way forward


Watch the recording to learn how to:

  • Select the right frequency, drivers, and detail for reforecasting budgets throughout the year
  • Best utilize scenario modeling to mitigate risk
  • Establish sound data foundation, levels, and assumptions for accurate planning 
  • Create reporting strategies for timely, data-driven decision-making