Profitability steering committees are a best-practice mechanism for banks and credit unions to define and monitor profitability measures in their institutions. Yet Syntellis’ 2020...
Lake City Bank leaders knew they needed a new profitability tool when Finance staff began exploring options in 2015. With Axiom, the Warsaw, Indiana-based bank improved profitability...
With year-end budgeting and planning season around the corner, and all that has transpired in 2020, it’s time to evaluate and optimize your performance management processes. Syntellis...
Whether adding value for shareholders, members, or individual stakeholders, the pressure to understand what drives performance and provide increasing value is at an all-time high given the ‘perfect storm’ that financial institutions face.
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Only 17% of financial managers have a clear understanding of the profitability of their customers, products, etc. Download our report to learn next steps.
"Follow the recipe, but add your own touches" - what does this mean for how your organization measures profitability? Read more!
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.
Jeff Truitt, Industry Practice Lead, Profitability, will show you what it takes to build an effective profitability framework at your institution. Watch now!
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.
Join Coastal Credit Union finance executives Tami Langton, SVP and CFO, and Steve Morgan, VP and Controller, in this on-demand webinar as they discuss the ins and outs of unit costing...
80% of respondents have limited confidence in their institutions’ ability to forecast and manage profitability performance with current financial planning processes and tools.
This blog discusses the continued importance of the branch network for financial institutions.
In this guest blog, Daniel Groom, Senior Vice President of Finance, shares his team’s experiences, offering six best practices for a smooth and effective implementation of customer profitability analysis.
CFO Tami Langton discusses how her team uses Axiom software for budgeting, reporting, funds transfer pricing and product profitability at Coastal Credit Union. Watch now!