Finance 500 Performance Management Group

We provide banks with the tools for optimal and sustainable performance through the integration of risk management with strategic planning and capital planning solutions.

Over the years Finance 500 has seen an increase in the need to assist our institutional clients with a wide range of services. Finance 500 Performance Management Group offers solutions to institutional clients to create more franchise value, and manage potential risks.

 
ERM
 
 
 
Earnings, Capital & Franchise Value
Risk Appetite
External Analysis – Forecasts & Trends
Internal Analysis – Forecasts & Trends
Assumptions & Priorities
Key Metrics & Trends
Goals, Objectives, & Milestones
Tracking & Reporting
 

OUR ERM CLIENTS VS. BANKS $1-$3B IN ASSETS

better
NON-INTEREST
INCOME
66%
better
DEMAND
DEPOSITS
37%
better
ASSET
GROWTH
32%
better
LOAN
GROWTH
17%
better
PRETAX
ROAA
7%
better
NET INTEREST
MARGIN
6%