Case Study: Community Bank System takes profitability management to the next level with Strata Decision Technology

Community Bank System Takes Profitability Management to the Next Level with Axiom Software

Community Bank System (CBSI), a regional bank with roughly $11.6 billion in assets and more than 190 branches, needed a more flexible profitability solution to measure customer, product and organizational performance, integrate funds transfer pricing (FTP) and cash flows, and improve reporting. Their prior system was hard to navigate and lacked customization, so CBSI selected Strata Decision Technology’s Axiom FTP & Profitability and Axiom Cash Flow Forecaster to gain better control and visibility across budgeting, reporting and profitability models.

Strata Decision Technology implemented Axiom to import and transform customer, loan and deposit data, process FTP and allocations, and produce analytically rich Excel reports. As a result, CBSI now tracks balances, spreads, asset quality and product-level costs more accurately, identifies top customers and changing behaviors, supports M&A and branch decisions, and runs planning off unified data — delivering clearer insights and more efficient data processing across the organization.

Community Bank System

Rob Frost

Director of Financial Planning & Analysis