ON-DEMAND DECISION INFORMATION SERVICE
Demand the best...
With our On-Demand Decision Information Service, you receive expert support and on-demand assistance to help you navigate through increasingly complex times.
What's Included?
Quarterly Independent Assessments
Our Independent Assessment reveals the long-term risks to earnings and net worth in your financial structure using our advanced simulation technology. Visit our Independent Assessment Service page for more information.
Unlimited Anytime "What-Ifs"
Every decision has a financial consequence, and decision making never stops. Call us anytime you're considering a strategy. We'll test it and show you what could happen to your risk profile—before it's too late to change course.
A/LM Policy & A/LM Exam Assistance
As requested, we can help you ask the right questions when creating or enhancing your A/LM policy. We can also help you prepare for regulatory A/LM examinations. Regulatory issues in the area of asset/liability management are easily addressed. We also welcome the opportunity to directly answer examiner questions about the decision information provided.
Target Financial Structure
We can provide you with a simulation of risks embedded in your budget or target financial structure. We'll simulate the impact to your long-term risks to earnings and net worth as if your assumptions and plans for the future have all come true. It's like a fast-forward button for your balance sheet.
On-Site Assistance
Annually, we work with you at your credit union for education, strategizing, discussing and testing options to enhance your risk profile. The day is completely customized to meet your unique needs.
DATA DOWNLOAD
Highly Recommended
Our Data Download quickly and automatically downloads your financial information into our models. We will map your loans, shares and CDs from your data processor into our Interactive Decision Model in order to set up your beginning position for your simulations and simplify data gathering for your loans, shares and CDs.
Contact us for more information.