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:

Key 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
Interest Income The projected income from interest for the fiscal year.
Yield % The percentage of interest income in relation to interest expense.
Interest Expense The projected expense for interest instruments for the fiscal year.
Cost % The cost of interest instruments in relation to interest expense.
Net Income The projected net interest income for the fiscal year.
Non-Interest Income This year's non-interest income compared to last year's income.
Non-Interest Expense This year's non-interest expense compared to last year's expense.
Total Loans The dollar amount of all loans compared to last year's total loans.
Total Deposits The dollar amount of all deposits compared to last year's deposits.
Total loans & deposits over previous 12 months This chart shows the dollar amounts for all loans and deposits for last year and this year (so far).
Loans and deposits  
Announcements – You can create and manage custom announcements for your organization. For more information, see Using Announcements.
Link List – This list contains links to often-used pages and features, such as the Command Center, as well as help and training videos.
Reports – This tile contains links to several reports that are widely used by most organizations.

NOTE: Hover over the bar in a bar chart to view the actual dollar amount.

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.

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.