Seven Reasons to Choose a Better Budgeting, Planning and Profitability Solution

An uncertain economy, heightened competition and tighter regulation have escalated demands on financial institutions. To meet these challenges, CFOs must develop an effective overall strategy and new sources of revenue.

That’s where Axiom Planning and Profitability, offered in partnership with Syntellis Performance Solutions, can make all the difference. Here’s how it helps CFOs steer the course for their financial institution:


An All-in-One Solution

Consolidate budgeting, planning, forecasting, funds transfer pricing and profitability on an integrated SaaS platform



Shorter Budget Cycles

Automate processes to eliminate tedious data collection and validation, freeing up time for more strategic analysis



Risk Reduction

Update forecasts to reflect shifting business conditions for a consistent, accurate and forward-looking financial perspective



Visibility Into Profitability

See which customers, products, branches and other segments drive the most value for your institution



Stronger Relationship Management

Understand the value of each account, customer, and relationship and the impact of pricing and profitability*



Improved Decision Making

Manage and enhance financial and organizational performance with advanced reporting, dashboards and analytics



Tighter Integration

Leverage with your existing Fiserv financial solutions to effectively measure, analyze and improve overall corporate performance




The right planning tool can give financial institutions an advantage in a competitive market. Axiom Planning and Profitability provides a flexible, collaborative, measurable approach to financial planning. It shortens the budget cycle and offers the necessary insights to drive strategic direction and revenue.

*Additional purchase required.

Have a question for us?

For more information about Axiom Planning and Profitability and other Fiserv solutions, call us at 800-872-7882 or click below.

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