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Our Mission

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

Analytical 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

Stock Market

Financial 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 & 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

Business Meeting
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