Working with Axiom Financial Institutions Suite

Axiom Financial Institutions Suite (FI Suite) is a web-based application that offers a modern, intuitive user interface. Axiom FI Suite provides an innovative solution for financial institutions to improve financial and organizational performance with integrated planning and profitability solutions. Axiom FI Suite can help your organization analyze historical results, model future business scenarios, mitigate risk, and optimize decisions that result in operational efficiencies, improved profitability, better strategic investments, and strong competitive outcomes. It offers data-driven tools to quantify the financial impact of every decision your organization may face.

Home page

The FI home page provides navigational access to all of the web-based functions of the application and displays key performance indicators for your organization.

This page contains the following modules:

	Axiom Planning – each icon in this section displays the home page of a planning function in a separate browser tab: Financial Planning – see Working with financial budgets. Payroll Planning – see Working with payroll plans. NOTE: Users may see only the icon for which their role has access permissions.
	Axiom Reporting and Analytics – each icon in this section displays the home page of a reporting function in a separate browser tab: Trend Reports Comparative Reports NOTE: Reports will be supported in a future release.
	Administration – each icon in this section provides administrator access to setup functions for users with administrative or analyst permissions. NOTE: Users without administrative or analyst permissions cannot see this section. Launch Command Center – see Using the Command Center.
	Performance Indicators – this section provides a graphical display of key performance indicators for your organization. Each indicator includes the Year to Date (YTD) total for the plan year displayed and the percentage change (positive or negative) from the YTD total for the previous plan year. Performance Indicator Description Loan Growth A percentage of yield growth for loans in the plan year displayed. Deposit Growth A percentage of cost growth for deposits in the plan year displayed. Non-Interest Income A percentage ratio of non-interest income to total income in the plan year displayed. Non-Interest Expense A percentage of efficiency in the plan year displayed. Net Income A percentage ratio of net income to assets in the plan year displayed.

Command Center

The Command Center home page displays multiple links that open utilities, reports, and other functions for the administration and maintenance of the Axiom Financial Institutions Suite. Links may include multiple levels, depending on the number of tasks to complete. To view sub-levels from the Command Center home page, click the arrow next to the header name.

A breadcrumb link at the top of each page informs you of where you are in the system. You can use these links to quickly and easily move through the system.

Administrative activities are grouped into the following functional areas:

NOTE: Some links may not be displayed, depending on the licenses owned by your organization.

• Data Setup
  • System Administration
  • Financial Reporting
  • Instrument Data Mart
• Profitability
  • FTP
  • Organizational Profitability
• Planning and Relationship Management
  • Financial Planning
  • Payroll Planning
  • RPPS

Desktop Client

Although most setup and configuration tasks for the FI Suite can be done using the Web Client, the system opens some utilities in the Axiom Desktop Client. You can also manage security, processes, and other system administration tasks. For more information, see Desktop Client basics.