Getting Started with Funds Transfer Pricing: 4 Best Practices
If you’re considering adopting FTP to better manage profit margins, follow these four best practices.
Kyle Duckers
Senior Director, Huron Consulting Group
Kyle has nearly three decades of experience designing and delivering valuable, best-practice-based solutions for financial services companies worldwide and has pioneered many concepts of margin-based and balance sheet planning for the banking industry. He is one of the original developers of the Oracle Financial Services Analytical Applications (OFSAA) suite, recognized as the industry’s leading solution for enterprise performance management (EPM) in financial services, and conceived, designed and built Oracle Budgeting and Planning (now Oracle Balance Sheet Planning). He has trained and educated over 2,000 bankers, consultants and software companies on bank performance management, including transfer pricing and asset and liability management.
Kyle holds a Master of Business Administration in finance from George Washington University and a Bachelor of Science in business administration from the University of Kansas.
Financial Institutions
Financial Institutions
Expert Groupings
Kyle Duckers
Effectively Managing Your Financial Institution's Profit Margins
Funds transfer pricing helps financial institutions understand what drives their profitability and what levers to pull to manage and improve it.
Profitability Check-ins: Maintaining the Momentum
Our 2022 CFO Outlook report found that 92% of financial professionals expect to meet or exceed their annual profitability goals, and 34% expect to exceed goals by 10% or more.
Despite rate environment optimism, margins remain compressed as financial institutions look for revenue to replace PPP income, fight competitive pressures, invest in digital transformation, and begin to phase out overdraft fees.
Funds Transfer Pricing Essentials for Profitable Growth
Session Overview
Funds transfer pricing (FTP) is a critical component to scaling your institution, letting you more accurately understand which branches, officers, products, customers, relationships, and channels drive the most value.
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