Profitability analysis in a changing world

Interest rate expectations are sparking optimism, yet margins remain compressed as financial institutions look for additional non-interest revenue sources and continue to battle emerging competitive pressures, invest in digital transformation, and begin to phase out overdraft fees.

Join Syntellis profitability expert, Brett Sturman, and BAI’s chief marketing officer, Holly Hughes, for a conversation about key strategies for analyzing profitability in today’s rapidly changing environment.

Key takeaways:

• Learn the profitability segments and associated KPIs financial institutions should monitor
• Understand how best to gauge those metrics internally and compare them to peer performance
• Hear best practices to inform continued planning and quickly incorporate changing conditions into your profitability analysis

THOUGHT LEADERS:

Brett Sturman
Senior Solutions Engineer
Syntellis Performance Solutions

Brett is a Senior Solutions Engineer and is responsible for assisting clients and prospects in understanding how Axiom solutions can help analyze and improve their overall financial performance. He draws from 15 years of direct and consultative industry experience in various facets of banking, from profitability measurement to risk management to commercial credit.

Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing, digital thought leadership, events and strategic programs for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing and leadership experience across a number of industries. Most recently, she served as SVP and Marketing Director for Fifth Third Bank. Prior to Fifth Third, Holly held a senior marketing leadership position at MidAmerica Bank, a leading community bank in the Chicago market (now PNC).