Tips for Financial Agility and Sustainable Growth in 2022
Staying agile is key for banks and credit unions to drive sustainable growth in 2022 and beyond. Get six tips and tricks from this article!
Article
Executive Q&A: Profitability Strategies for 2022 and Beyond
Three bank and credit union executives offer practical advice and tips on driving profitability. Read the article.
Article
Be a Change Agent: How to Transform Profitability in 2022
Hear the panel discussion featuring experts from Syntellis, Fiserv, Investors Community Bank, and Baxter Credit Union for a targeted discussion on risk-based profitability analysis.
Webinar
Investors Community Bank Thrives Amidst Uncertainty with Increased Accuracy and Planning & Reporting Efficiencies
The first year of the COVID-19 pandemic was a difficult year for financial institutions across the country. For Manitowoc, Wisconsin-based Investors Community Bank (ICB), now part of...
Client Story
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Actionable, Accurate Data: Powering a Better Member Experience at Utah Community Credit Union
In accordance with its motto, “Love where you bank,” Utah Community Credit Union (UCCU) strives to create an exceptional member experience. To do that, however, UCCU needed a robust...
Client Story
Minnwest Bank Sees Double-Digit Asset Growth, Without Adding Finance or Accounting Headcount
Family-owned and Minnesota-based, Minnwest Bank serves a broad range of customers, from large commercial and agricultural entities to individuals. The bank is seen as big enough to get large deals done, yet small enough to truly listen and collaborate.
Client Story
RAROC: A Best Practice Approach to Profitability
The true financial health of a portfolio takes into account the level of risk associated with each loan type, instrument, &more. Learn how RAROC helps.
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The 5 Ws of Profitability Steering Committees in Banks and Credit Unions
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...
Webinar
Higher Education’s Guide to Scenario Planning
Our guide shares best practices for increased agility and outlines possible impacts, potential solutions, and more. Download now!
eBook
Lake City Bank Realizes Ongoing Budgeting, Reporting, and Profitability Benefits
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...
Client Story
Better Budgeting and Strategic Planning: Evolving Performance Management with FMS
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...
Webinar
Dear Syntellis! Help My University Sort Out its Strategic Plan
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? -...
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Staying Profitable in a Perfect Storm
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.
Webinar
2020 Profitability Perspectives: Findings Reveal the Need for Specific Leadership Action
Only 17% of financial managers have a clear understanding of the profitability of their customers, products, etc. Download our report to learn next steps.
Report