What's new

Welcome to Version 2023.2 of Axiom Financial Institutions Suite.

The following new features are included in this release:

Customer Account Profitability

Use the new Direct Account Allocation feature to allocate GL Accounts directly, as opposed to using cost pools. Users can attribute profitability and expense more precisely to accounts during the survey process.

In addition, a new Local Overhead option provides responsibility for surveys and attributes time to administrative tasks or other tasks that do not correspond to a driver.

Both of these new features contribute to an accurate understanding of how profitability and expense are allocated through the CAP Customer Account Profitability survey process and provide better insight for users who monitor their costs and overhead.

Relationship Profitability and Pricing System (RPPS) enhancements

In this release, Syntellis continues to enhance the user experience in our RPPS Relationship Profitability and Pricing System product by introducing three features that make the RPPS product easier to navigate and use.

Syntellis updated number formatting (specifically dollar figures) across RPPS to read out with commas in their traditional semantic placement. This change assists users in quickly interpeting figures while building scenarios and models.

Syntellis also introduced the “freeze pane” feature across many of the RPPS tables and charts, which locks column headers in place when users scroll so that they can quickly reference data.

A new user experience is now available for adding and editing instruments within a scenario. Previously, users would add an instrument and be sent automatically to a specific page, where they would need to create instrument inputs and commit the instrument to the scenario to view the effects on that scenario’s instrument portfolio. In the new flow, users are presented with a right-hand pop-out tab to add or edit instruments from directly within the scenario, where they can calculate their instrument inputs and view the effect on the scenario before committing the instrument.