Axiom Financial Institutions Suite



Driver-based budgeting, planning,
and forecasting software
Visibility into customers, segments, branches, and products that drive value
Streamlined reporting and analytics
to enable actionable insight
Price new business by understanding a client's total sphere of influence
Align customer-facing employee behavior with financials to generate profitable growth
Align strategic initiatives and capital spending to the performance goals of your institution
Streamline processes and increase accuracy through automated consolidation across organization levels
Calculate and aggregate record level cash flows to improve accuracy in net interest margin planning
Monitor impact of shifting interest rates, lending rates, and loan volumes on financials; compare trends against targets
Use historical budgets and forecast data to speed up the initial creation and updating of plans
With Axiom Software, banking and credit union leaders can leverage streamlined reporting and analytics to enable actionable insight—without relying on manual data integration. Our reporting and dashboard solutions support a breadth of needs, from departmental variance analyses to board packages and everything in between.
Executive dashboards highlight trends, variances, and outliers
Create personalized reports
for analysis
Automate distribution of reports in a variety of formats
Perform eliminations for inter-company reporting
Our team of banking and credit union consultants are all former finance professionals at top-tier institutions. They were hand-picked for their expertise in their role.
We’ll challenge your organization to think differently, but you won’t be alone. From implementation to go-live and beyond, our consultants will help you gain the most from your Axiom Software investment. With a 100% implementation success rate, you'll be set up for long-term success.
- Cloud hosting on Microsoft Azure
- Microsoft® .NET interface that leverages Microsoft® Excel®
- Full browser compatibility
- iPad App
- Word and PowerPoint 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 X, Y, and Z. You can select the frequency of automatic synchronization. Our open integration ensures that you can connect to virtually any data source for clean, trusted data.
- Role-based security for complete control over how your data is accessed and shared
- SSAE-16 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, as well as ISO 27001 audit controls