Our Mission

To help Senior Management obtain the tools they need to make informed business decisions.

Analytic servicesAnalytical
Services

  • Asset/Liability Modeling
  • Dodd-Frank Act Enterprise Stress Test Modeling
  • Product, Customer, and Organizational Profitability
  • Budgeting and Strategic Planning
  • Hedging Strategy Advice and Support
  • Merger & Acquisition Analytics and Support
  • Financial Footnote Support, including FAS 107 Valuation

Financial technologies supportFinancial
Technologies Support

  • Software/Technology Evaluation and Purchase Assistance
  • Software/Technology Implementation, Training, and Support
  • Information Warehouse and Financial Database Specialists
  • Information Systems Liaisons for CEO's, CFO's, Treasurers, and Boards of Directors

Validation and educationValidation &
Education

  • Model Inventory
  • Model Validation
  • Board, Management, and Staff Education
  • Interest Rate Risk Policy Creation, Review, and Support
  • Investment Policy Creation, Review, and Support
  • Liquidity Policy Creation, Review, and Support