Financial Planning dashboard - Axiom software

Driver-Based Financial Planning


Transform your financials—from inputs to outcomes—with our driver-based budgeting, planning, and forecasting software.

Streamline your budgeting process, seeding the budget based on growth assumptions, while improving accuracy with distributed data inputs and automated consolidation of budgets across departments, branches, or markets.

Perform dynamic "what-if" modeling to easily quantify the impact of scenarios.

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Explore Our Driver-Based Financial Planning Solutions

Budgeting

Streamline processes and increase accuracy through automated consolidation across organization levels

Cash Flow Forecasting

Calculate and aggregate record level cash flows to improve accuracy in net interest margin planning

Forecasting & Scenario Modeling

Monitor impact on financials of changing business conditions, comparing trends to targets, and mitigate risk through scenario modeling

Commercial - scatter plot with popup - Axiom Dashboard

Funds Transfer Pricing and Profitability


Get visibility into the customers, segments, branches, and products that drive the greatest value for your institution. We pull all the pieces together, calculating FTP, and allocating non-interest income and expense, loan loss, and capital, with transparent measurement processes.

 

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Relationship Profitability software dashboard

Relationship Profitability and Pricing


Understand a client’s total sphere of influence. This easy-to-use tool lets you build complex relationships, precisely measure profitability for each relationship, customer, and account, and accurately price new business.

 

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Reporting & Analytics

Leaders no longer have to rely on manual processes or compiled spreadsheets, with Axiom Intelligence, organizations can analyze and visualize financial and operational data to identify and highlight trends, variances, and improvement opportunities. Axiom Intelligence brings data together with advanced reporting and visualizations, providing a powerful, web-based, intuitive reporting environment that supports dashboards, ad hoc reports, and spreadsheet views — all within an easy-to-use interface. Axiom Intelligence supports a breadth of reporting needs, from department variance analyses to Board packages and everything in between.

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Find out how Axiom can help improve your financial and organizational performance

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Tech Specs

 

System Information

  • Cloud hosting on Microsoft Azure
  • Microsoft® .NET interface that leverages Microsoft® Excel®
  • Microsoft® Power BI® data visualization and analytics, optimized for Axiom
  • Full browser compatibility
  • Word Integration

Automated Data Integration

Includes a robust, highly configurable data connector that can be set up to connect to a variety of data sources in a matter of minutes - like general ledger, payroll, fixed assets, and loan and deposit systems. You can select the frequency of automatic synchronization. Our open integration ensures that you can connect to virtually any GL or instrument data source for clean, trusted data.

Security & Compliance

  • Role-based security for complete control over how your data is accessed and shared

  • SSAE-18 SOC Type II (SOC2) audited by BDO USA, LLP according to AICPA standards

  • Microsoft’s Azure HIPAA Compliance framework, which includes a BAA Contract Addendum and ISO 27001 audit controls, as well as SOX and GLB regulatory compliance