Services

Benchmarking allows credit unions to instantly determine how efficient their investment decision-making is relative to the amount of risk they are incurring. 

Bond accounting provides an easy and effective way to track your institution’s investment accruals, interest payments, amortization, and accretion. 

Innovative tools to help regularly review your portfolio’s performance, helping leaders understand risk and improve asset/liability management. 

The Liquidity Framework Review will analyze the robustness and effectiveness of your internal liquidity program, liquidity risk management framework, and liquidity measurement and monitoring tools. 

The SimpliCD program can help your credit union maximize profitability with excess funds, attract new deposits, and simplify your cash flow management and recordkeeping processes. 

QuantyPhi provides ALM, investment, liquidity, and risk management training through individual, in-person, or virtual meetings, seminars, and workshops. 

QuantyPhi and Corporate Central, through our partnership with Concourse Financial Group Securities, Inc., offers credit unions an Investment Advisory service to help reach goals of balance sheet optimization. 

QuantyPhi’s sophisticated MSR valuation model calculates the value of a credit union’s mortgage loan servicing income on loans that have been sold, but for which the servicing rights are retained as an income stream. 

Non-Maturity Deposit Analysis is a statistical review of credit union’s share accounts to estimate their price sensitivity and expected life of to better enable ALM assumption setting and strategic planning. 

A Policy Review helps your credit union by suggesting areas for improvement, addressing items to change, and ensuring compliance with all applicable regulations.

QuantyPhi's CECL Validation service is designed to ensure your credit union's compliance with the Current Expected Credit Loss (CECL) accounting standard.