Discover new ways to boost profitability

Shifting market forces create an increasingly challenging environment for banks, credit unions, and other financial institutions. Numerous factors, including rising interest rates and intense competition are contributing to tightening margins.

It’s up to finance leaders to find new ways to realize profitable growth for their institutions. Yet only about 20% of customer relationships generate profits for financial institutions, with the most value coming from the top 1%. Knowing how to accurately price, analyze, and manage portfolios is key to driving margin growth. 

Join us to hear Syntellis Performance Solutions’ finance expert Heather Hinchley share how Axiom software can help. She will demonstrate how the tools can help you stay on top of market changes and find new sources of profitable growth to hedge against an uncertain environment. 

Key takeaways:

• Understand each client’s sphere of influence by building and managing complex relationships in an intuitive, graphical view
• Measure and monitor account, customer, and relationship profitability to inform business decisions through portfolio views and analytics dashboards
• Price business accurately to ensure hurdle rates are met, compare pricing scenarios, and optimize profitability

PRESENTER:

Heather Hinchley
Senior Solutions Engineer
Syntellis Performance Solutions

With more than 15 years of banking experience, Heather Hinchley has a broad background in financial reporting. Prior to joining Syntellis, she held multiple titles working with regional banks in the Pacific Northwest, most recently serving as a Senior Financial Analyst with Umpqua Bank in Spokane, Washington. Heather’s experience includes indirect lending, board reporting, expense analysis, organizational profitability, loan loss provision, funds transfer pricing, and budgeting. She also has deep knowledge of incentive and commission compensation planning, data compilation, reporting, and calculation.