Case Study: Compeer Financial achieves unified integration, accurate cash-flow forecasting and stronger controls with Strata Decision Technology

Compeer Financial Successfully Integrates 3 Farm Credit Associations with Syntellis Axiom Software

Compeer Financial, the Sun Prairie, Wisconsin–based lender formed by the 2017 merger of 1st Farm Credit Services, AgStar Financial Services, and Badgerland Financial, faced the complex challenge of integrating three distinct associations while strengthening risk management, scalable budgeting and forecasting, fast financial reporting, and audit controls. To address these needs, Compeer selected Axiom Planning and the Axiom Cash Flow Forecaster from Strata Decision Technology.

Strata Decision Technology’s implementation team worked with Compeer to customize Axiom, consolidating data into a single trusted database, enabling ETL of large data volumes, and providing role-based security and Excel-enabled reporting. The solution improved cash-flow forecasting and the ability to predict net interest margin (including prepayment assumptions), reduced manual data entry and streamlined stress-testing and budgeting, and strengthened audit and control capabilities—delivering greater accuracy, transparency, and scalability for Compeer Financial.

Compeer Financial

Lisa Campbell

Vice President