Case Study: Baxter Credit Union achieves 5-day-to-5-hour reporting and improved profitability visibility with Strata Decision Technology

Baxter Credit Union Improves Profitability Measurement and Reporting with Axiom Financial Institutions Suite

Baxter Credit Union sought to strengthen its profitability framework by implementing a comprehensive Funds Transfer Pricing (FTP) system, more transparent cost allocations, and faster, more actionable reporting for its 45-branch network. After an RFP, Baxter selected Strata Decision Technology and its Axiom Financial Institutions Suite, including the Axiom Reporting and Analytics Platform, to provide an integrated, best-practice solution for FTP, profitability management, and reporting.

Strata Decision Technology automated Baxter’s branch reporting, centralized FTP and cost-allocation rules, and gave the credit union internal control and visibility over calculations previously handled by an outsourced vendor. The result: monthly report processing dropped from five days to about five hours, branch managers receive individualized, mobile-accessible reports, and Baxter gained clearer, faster insights into profitability — supported by ongoing expert help from Strata Decision Technology.

Baxter Credit Union

Jeff Truitt

Profitability Analyst