Do you know which clients generate your greatest profit, and what client types your bank, credit union, or farm credit association should pursue to maximize profitability? Among...
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.
Colleges & universities are adopting cloud-based EPMs at an increasing rate to support remote budgeting, reporting, and scenario modeling. Learn more!
Hospitals and health systems at every stage of COVID-19 response are experiencing significant financial and operational disruptions from the pandemic. A recent American Hospital...
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"Follow the recipe, but add your own touches" - what does this mean for how your organization measures profitability? Read more!
90% of CFOs say monitoring relationship and customer profitability is important, but only 43% do so. Learn how you can identify gaps and help your financial org succeed.
In this environment of continued pressure on financial institutions, how can bank and credit union leaders squeeze more margin from their portfolio? Read Ken Levey's insights to find out.
The breadth of investments at a University should include a contemporary definition of capital resources for improved, more evolved resource planning and allocation in your institution.
Read for a high-quality process for allocating capital resources, and how it fits into a recommended planning and funding cycle.
Leaders must thoroughly take into account the various operational and strategic tradeoffs, long-term ramifications, and need for sustainability.
Demographic shifts, flat support from government sources, increased competition, volatility in the financial markets, and other factors may be affecting your institutions.
Post-allocation management ensures continued alignment of financial performance with strategic planning cash-flow requirements. How much capital to spend and the initiatives in which to...
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.