In today’s complex financial environment, community bank C-suite executives require more than just a traditional management platform—they demand a solution that delivers actionable, granular insights across every facet of operations.
CBALM
COMPREHENSIVE ALM PLATFORM WITH BOARD REPORTING
- Offers a comprehensive ALM framework with built-in board reporting tools
- Enables scenario-based modeling across economic and rate environments
- Assesses liquidity risk and interest rate sensitivity in real time
- Supports stress testing for both short- and long-term strategic plans
- Visualizes net interest margin dynamics and balance sheet evolution
- Incorporates customized forecasting assumptions and shock analysis
- Aligns risk exposures with organizational objectives and thresholds
- Streamlines reporting workflows for board, auditors, and regulators
- Enhances capital planning with forward-looking risk metrics
- Provides transparency across funding sources and maturity profiles
CBLIMITS
LIMIT MANAGEMENT SYSTEM
- Manages lending thresholds across segments, tiers, and regions
- Automates alerts for limit breaches and exceptions
- Ensures compliance with internal policy and regulatory guidelines
- Tracks exposure levels by borrower category and product type
- Delivers audit-ready documentation for governance transparency
- Links directly with origination and approval platforms
- Enables strategic portfolio steering based on risk tolerance
- Facilitates reviews and updates to limit structures and controls
- Incorporates dashboards for oversight across management layers
- Helps balance risk appetite with growth objectives
CECL EXPRESS
RIGOROUS CECL RESERVE COMPUTATION ACROSS ALL METHODS
- Industry’s most powerful and comprehensive platform.
- Intuitive screen design, market data provision, and optimization of expected credit losses.
- All CECL loss methods covered including:
- 1. Weighted average remaining maturity
- 2. Roll Rate
- 3. Discounted cashflow
- 4. Probability of Default/Loss Given Default
- CORE TO BOARDTM reporting package
- Comprehensive model documentation for auditors and examiners
CBINVEST
INVESTMENT ANALYSIS AND BOND ACCOUNTING
- Imports broker-provided securities data into interactive dashboards
- Provides real-time performance tracking and yield optimization tools
- Enables what-if analysis prior to purchase or liquidation decisions
- Combines market and portfolio metrics for effective oversight
- Reduces manual entry and spreadsheet errors across reporting cycles
- Aligns investment decisions with strategic objectives and risk limits
- Streamlines quarterly data ingestion and historical performance review
- Enhances reporting accuracy with consolidated views of asset classes
- Supports compliance validation against permissible investment rules
- Critical for navigating market volatility and capital allocation
CBPLAN
SECNARIO PLANNING AND BUDGETING PLATFORM
- Provides a flexible platform for economic, rate, and behavioral modeling
- Supports unlimited variables and scenario creation
- Tracks progress across daily, monthly, quarterly, and annual intervals
- Incorporates granular expense and revenue line-item forecasts
- Imports scenario outputs directly into board and executive packages
- Adapts to organizations of any size with tactical scalability
- Facilitates strategic planning and what-if simulation workflows
- Aligns budgets with operational goals and external market conditions
- Offers collaborative input capabilities for cross-functional teams
- Maintains a secure, centralized repository for plan versions
CBONE
ONE SOURCE DATA STORAGE AND RETRIEVAL
- Centralizes financial, loan, and performance data across systems
- Provides continuous syncing with core and loan platforms
- Stores up to 10 years of historical data for trend analysis
- Enhances team collaboration via version control and live updates
- Simplifies data sharing among management, boards, and auditors
- Eliminates fragmented spreadsheet workflows and manual updates
- Improves data integrity and reduces reporting errors
- Secures access with role-based permissions and audit tracking
- Streamlines analytics by unifying data under one platform
- Delivers real-time visibility into organizational performance
CBREG
AUTOMATED CALL REPORTS AND NCUA EXAMINER PACKAGES
- Automates creation of examiner-ready information packages
- Extracts data directly from internal systems into compliance templates
- Incorporates feedback and follow-ups from previous exams
- Aligns with regulatory guidelines and best practice standards
- Supports one-click generation of reporting documents
- Reduces time spent preparing examination materials
- Enhances transparency for auditors and supervisory teams
- Allows integration of management narratives and qualitative insights
- Tracks past findings to improve future exam readiness
- Enables cross-referencing with regulatory comment databases
CBPEER
PEER RATES AND PERFORMANCE ANALYSIS
- Integrates public industry data for competitive benchmarking
- Maps peer metrics into internal planning and reporting workflows
- Delivers insights on rates, returns, and operational performance
- Provides customizable dashboards for trend tracking and analysis
- Enables side-by-side comparisons with similar institutions
- Supports strategic planning with peer-aligned performance goals
- Incorporates peer benchmarks into board and examiner packages
- Highlights strengths and gaps relative to industry norms
- Updates regularly with market shifts and new peer data
- Offers visual summaries for executive interpretation
CBCLIENT
CLIENT PROFITABILITY
- Segments client data by relationship value and revenue contribution
- Calculates profitability metrics using customizable cost drivers
- Visualizes client retention, growth, and revenue trends
- Assists in strategic pricing and service tier decisions
- Highlights high-value relationships for targeted outreach
- Maps profitability by product, channel, or segment
- Links financial outcomes with operational and service inputs
- Tracks changes in client behaviour over time
- Enables scenario modelling to project future relationship value
- Supports alignment with overall business strategy
CBOPS
OPERATIONAL RISK MANAGEMENT
- Identifies and tracks process, systems, and human-related risks
- Provides a centralized risk register with categorization workflows
- Flags risk exposures by severity, likelihood, and control status
- Supports scenario modeling to assess operational resilience
- Links risk events to mitigation actions and responsible teams
- Enables historical tracking for trend analysis and audit readiness
- Integrates key metrics into performance dashboards
- Facilitates real-time updates and incident logging
- Helps establish thresholds for operational stability
- Aligns with broader enterprise risk and compliance frameworks
CBRISK
UNIVERSAL RISK MANAGEMENT SYSTEM
- Quantifies strategic and board-level risk limits across scenarios
- Maps limits into dashboards with color-coded alerts (green, orange, red)
- Tailors modeling to specific risk frameworks and thresholds
- Displays proximity to risk violations in visual format
- Aligns scenario analysis with interest rate, economic, and business shifts
- Tracks limit adherence under real-time and forecasted conditions
- Enhances board reporting with intuitive risk visualizations
- Links strategic plans to corresponding risk tolerances
- Supports updates to risk frameworks based on evolving conditions
- Improves decision-making with forward-looking risk heatmaps
