We Often Hear:
“We wish we had started much, much sooner. If we had understood DFAST data requirements earlier, we would have approached our data warehouse initiatives differently. Instead, we had to redo many things and track down data we weren’t monitoring.”
Introducing Our New Offerings
As trusted solution providers with over 30 years of expertise in financial modeling, strategic planning, and business model optimization, we have launched new services and software tailored specifically for banks and credit unions. We have spent years designing a solution that not only addresses regulatory needs, but positions leaders for better decision-information. Whether your growth is organic, through mergers and acquisitions, or a combination, we are here to help you prepare for the journey to the $10 billion mark and beyond.
Start Early
Are you aiming to cross the $10 billion mark within the next 10 years through organic growth, mergers, acquisitions, or a combination? If so, it’s crucial for CEOs, CFOs, and finance teams to take a strategic approach to prepare for the advantages and challenges that come with this milestone.
The first step is to quantify potential revenue loss and additional expenses associated with increased regulatory and compliance oversight. Highlighting the importance of creating new revenue sources today ensures that your bank or credit union remains seamless as it crosses the $10 billion threshold.
Strategically Preparing and Managing for $10B and Beyond – New Offering
Our new service equips CEOs, CFOs, and finance teams with a strategic roadmap to prepare for and manage growth beyond $10 billion. We provide essential and insightful data and financial modeling to support your growing assets.
Our approach handles the heavy lifting—data and financial modeling—and offers education and training to elevate expertise. We help inform strategic and tactical decisions and prepare for escalating regulatory and compliance oversight.
Why c. myers?
For over 30 years, we have guided CEOs, CFOs, Leadership Teams, and Boards through economic cycles and rapid consumer behavior changes. We help leaders think critically, solve problems, and create opportunities. Our deep experience and expertise enable us to partner with clients, intentionally linking strategy, financial performance, and risk management appetite.
Our advanced and comprehensive financial simulation modeling empowers leaders to see real-time potential financial outcomes of various scenarios, resulting in faster, better decision-making.
Clients consistently appreciate our investment in them—they don’t feel like a transaction or processed. Clear communication is a top priority; we make complex concepts easy to understand and can dive into the details of intricate financial transactions when necessary.
Create Roadmaps
Understanding the data and assumptions needed for reliable DFAST results is crucial. We help create roadmaps to establish priorities and processes, serving as a guide for your data warehouse initiatives. This methodical approach enhances predictive analytics and actionable tactics to boost revenue and control expenses.
We rigorously document data and assumptions to ensure easy tracking.
Financial Scenarios to Stay Ahead
Combining quality data, powerful financial modeling software, and predictive analytics, we conduct a variety of scenarios to ensure your bank or credit union remains prepared and proactive. Specifically, we focus on:
- Baseline Scenarios: These scenarios provide a clear understanding of expected financial performance under normal market conditions. We help you plan and allocate resources efficiently to meet your strategic goals.
- Severely Adverse Scenarios: These stress tests simulate extreme economic downturns to evaluate your institution’s resilience. We identify potential vulnerabilities and guide you in developing strategies to mitigate risks and maintain stability.
- Idiosyncratic Scenarios: These scenarios are tailored to your unique market and strategic context, examining specific risks and opportunities relevant to your institution. We work closely with you to create meaningful idiosyncratic scenarios, enhancing your preparedness for unexpected challenges.
By analyzing the results of these scenarios, we help you prioritize significant risk points and leverage opportunities, supporting faster understanding of insights and more informed decision-making.
Build Expertise
As your bank or credit union grows, we offer focused and individualized programs to develop critical skills, including critical thinking, financial analysis, predictive analytics, and communication.
Learn More
We’re here to help, whether you’re starting your process or need an independent review of your current DFAST/CPST process and results.
