Various types of financial templates

Posted by admin
August 6, 2011

Financial template tool is a very important instrument for the implementation of sales growth strategies. It comprises of formerly constructed Excel spreadsheets that examines and produces perceptive analyses of individuals or banks or thrifts or BHCs. In a way it assists the marketing professionals to better understand the working strategies of these financial institutions. The Financial Template Tool provides one with:

  1. Sophisticated financial performance analyses (trends, ratios, peer groups, etc.)
  2. Professional looking tables, graphs, and charts.
  3. Line item names in “plain English,” not FDIC abbreviations.
  4. Clear step-by-step instructions.
  5. Moreover the ability to do these analyses any time one wants needs no additional cost.

AVAILABLE FINANCIAL TEMPLATES
Six types of financial management templates are offered:-

1. Profile: Two-period snapshot of a single bank, thrift, or BHC along with simulations of financial improvement by changes in any of the four key profit drivers. Analysis of one bank or thrift, detailed ratios and dollars for balance sheet and income statement, unique simulation for key profit drivers, comparison graphs.

2. Trend: Four period trend analysis of a single bank, thrift, or BHC with dozens of ratios and commentary on direction of trend or individual bank or thrift, detailed ratios and dollars for balance sheet and income statement, and trend graphs analysis.

3. Peer Group: Four period comparison of a single bank, thrift, or BHC against an aggregated group of user-defined peers.

4. Individual Peers: Four period comparison of a single bank, thrift, or BHC against up to 10 other individual institutions. Only up to 10 individual peers can be compared to one bank or thrift for detailed ratios and dollars for balance sheet and income statement and trend graphs.

5. Lists: Listing of branch names and locations for banks and thrifts, and subsidiaries for BHCs. Two templates, for latest reporting period, one is listing of branches by market area, other is listing of BHC subsidiaries.

6. Ranking: Comparison of a single bank, thrift, or BHC against a peer group with percentile ranking. One period comparison of a single bank or thrift to a user defined peer group with percentile rankings, peer median and averages, graphical comparisons and so on.
The sole purpose of the financial template Examples is to use publicly available information accessible from the FDIC web site to provide a view of the financial performance of a bank, thrift, or bank holding company or group of banks, thrifts, and bank holding companies for purposes of analysis by individuals or marketing groups.

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