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...
Our guide shares best practices for increased agility and outlines possible impacts, potential solutions, and more. Download now!
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...
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Dear Syntellis! COVID-19 has totally derailed our efforts to work toward our university strategic plan. Especially amid the continued uncertainty, how can we get back on track? -...
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.
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.
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.
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.
What’s in a relationship? In this on-demand webinar, you'll learn how to leverage customer profitability insights to maximize performance in your bank. Register today to watch!
Learn best practices for creating and managing complex relationships, empowering relationship managers to drive value, pricing and managing new business, and consistently generating profitability data.