CREATE SYNERGY.
DRIVE PROFITABILITY.

There’s a dizzying array of choices when it comes to consultants and financial software. Choose wisely. Advisory services are central to the Farin mission – your success. We are advisors, strategists and educators dedicated to helping you align business strategies across departments, grow your business, improve your bottom line and pass exams with flying colors.

FARIN ADVISORY SERVICES

Our comprehensive suite of software solutions will give your institution the edge needed to compete, improve profitability and meet regulatory expectations in our ever-changing industry.

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Choosing an advisor is tough.
Let’s talk and find out if Farin
is the right fit for you. ►

GAIN INSIGHT – DEVELOP PERSPECTIVE.

As Executive Advisors, we provide insight and information to assist you in making more effective business decisions. In fact, we’ve been advising clients for over 30 years and use that experience to identify opportunities and develop business strategies that can enhance your bottom line. We help you chart a direct path to accurate, actionable data from any financial software and get the most out of all the tools you invest in and rely on.

Our Advisory Services are available to all institutions. It’s not necessary to subscribe to Farin software to take advantage of our Advisory Services. In fact, we encourage prospective clients to meet with our team for an initial evaluation prior to subscribing. If you’re happy with your current software, our Advisors can help you make critical decisions and plan for future success using the available data.

Expect our evaluation of your institution’s current state to be brutally honest. We’ll provide proven, as well as innovative solutions to improve your situation immediately and for the long-term. Find out how Farin Financial Risk Management can help you achieve your goals.

computer-collabFARIN ADVISORY SERVICES
WILL HELP YOU:

  • Evaluate risk levels
  • Determine how market trends affect your institution
  • Identify market opportunities
  • Evaluate risk vs. return options
  • Perform Strategic Financial Reviews
  • Review and Evaluate ALM, Liquidity, Capital Policy
  • Review and Establish ALCO processes
  • Provide Staff, Board and/or ALCO Education

WE TREAT YOUR BUSINESS LIKE OUR OWN.

We’re here for you – if you’d like to discuss changes in regulatory requirements, capital planning or deposit decay rates, our Executive Advisors are here to help. In addition, you will have a Client Care Advisor, who will continually evaluate your institution’s performance and ensure you’re receiving the full value from our team of experts. Our team will reach out regularly to offer valuable insight into specific processes that you and your colleagues grapple with on a daily basis.

BEGINNERS GUIDE TO ALM, RISK APPETITE AND CAPITAL PLANNING ON DEMAND WEBINAR

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MEET OUR TEAM OF EXPERTS

Our team of financial professionals is ready to help you succeed in every aspect of managing your institution.

Meet your team ►

Dave-Koch-circle

“We help our clients create synergy within their organizations – when everyone is working toward the same goals, profitability soars.”

Dave Koch
Farin President & CEO 
608-661-4217
dkoch@farin.com

More about Dave ►

KNOWLEDGE AND TECHNOLOGY
DESIGNED TO DRIVE YOUR PROFITABILITY.

Farin Advisory Services are complimented by our comprehensive suite of software created to provide critical information about your institution. We view institutions wholistically. We understand that each facet of an institution influences the results of another. If one facet is mismanaged, the entire institution suffers. This is why combining advisory services with appropriate tools is so important. We are highly strategic in suggesting change in any institutional processes or policies.

We don’t just sell you software. Our Advisors get a complete view of the specific challenges your institution faces, then recommend tools that will provide immediate benefits. We exam how your institution functions following the logical sequence of processes that keep institutions motoring along. If we see a red flag, we let you know and suggest solutions.

Proper Capital Planning is the key to success – our Capital Planning tool will help you successfully manage this critical process.

Your ALM reflects the health of the entire institution, managing your ALM wisely is of the utmost importance. Farin Foresight™, our ALM modeling software, is specifically designed to provide the data, insights and control you need to manage a profitable institution. We also provide expert ALM outsourcing services, aptly named Insight™, on a temporary or permanent basis.

As CECL becomes a reality, our Credit Risk Specialists and solutions will help you conquer compliance challenges and protect your institution properly from losses using FastGrade™ for dual loan grading and our loan portfolio stress testing. We also provide services to improve your ALLL analysis.

It’s time to talk to your Farin Advisor about a Core Deposit Analysis and devising pricing strategies using iPrice™ and LoanEDGE™, our deposit and loan pricing solutions, which  will help you maximize profits and minimize risk.

In the interest of efficiency, accuracy and security, Farin also offers secure data warehousing, featuring easy upload and access to Farin web-based solutions.

Click on the check marks to learn more about our comprehensive suite.

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