Products

 

While many banks have a strategic plan, a large majority of those plans are never executed.

And there are a million reasons why. Budgets aren’t linked to strategy, goals aren’t clear, employees aren’t engaged…the list goes on and on.

So how do you actually get it done? Our programs focus on execution to help you see results.

The horsepower you need for fully integrated budgeting, forecasting, board reporting, and interest rate risk (IRR). Forecast future performance, manage risks, and get variance analysis all with one system.

  • Rate Shocks
  • Stress Testing
  • Liquidity/Cash Flow Modeling
  • What-if Scenarios
  • Regulatory Compliance

All with built-in monthly reporting. Then, complement your Compass installation with asset liability management services.

 

Just as a GPS system on your smartphone guides you to a new destination, BankersGPS will guide your bank to your long-term vision safely and efficiently. This cloud-based system is the perfect tool for today’s time-pressed community banker. With four powerful modules, Strategy, Forecast, Competitive, and Risk, you’ll always have a complete view of where you’ve been, and where you’re headed.

The new strategic planning tool that puts you on the path to exceptional levels of performance. It takes you through a familiar planning process in a revolutionary way. Then keeps you focused on execution so you can compete, earn, and grow.

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Create rolling forecasts and measure whether your strategy is paying off. Fine tune your forecast to reflect changes in your strategic initiatives. Cash flow modeling and key risk indicators assess the level and direction of risks in your long-range plan.

Customize your peer analysis using a mix of criteria including asset size, location, product variety, and more. Compare the key performance metrics of your bank to banks like yours in unlimited analyses. System generated peer forecasts allow you to project where your peers are headed – will you come out on top?

Complete Interest Rate Risk Analysis. Model EVE (value at risk) and EAR (earnings at risk) at required rate shock levels, time periods, and yield curve shifts. Will you survive low probability, high impact events? Make mandatory regulatory IRR reporting useful with its unique Margin Risk Tolerance report – how much rate change can your bank absorb?

StrategyGPS leads you through everything from working on your company’s mission and objectives to budgeting. Along the way, you’ll be able to assign clear tasks to team members to make sure your plan is staying actionable.

Our Strategic Advisors help you get started. Learn about the onboarding journey here!

StrategyGPS involves a 5-step, iterative process. If you already have a plan and just need help executing, this is a great program for your bank. And if you don’t have a plan, this can also be a great program for your bank, when you add on our advisory services.