Prophet Plan Package
The ProphetPlan package of services is designed to provide an appropriate mix of professional guidance and planning tools to develop realistic and achievable financial plans.
By combining personalized attention and well-designed reporting documents into monthly meetings, the value of ProphetPlan is much greater than the sum of its individual parts.
The monthly report package is made up of a number of individual schedules that fit together to form a complete financial picture of your bank. The resulting package focuses bank executives on the relatively small number of things that, if done well, will result in a stronger, more profitable institution that is well-regarded by regulators and stockholders alike. The reports include:
- Plan vs. Actual month and year-to-date income and expense analysis Comparison of Rate Structure against previous month and last twelve months, plus peer data
- ProphetPlan calendar year summary report
- Interest Margin Sensitivity Analysis simulating the effect on earnings of various rate shocks
- Funds Management Report providing feedback on management of key regulatory ratios
- RateRisk Manager Reports detailing rate sensitivity of all repricing assets and liabilities.