The FinPro team and their ALM and Liquidity Expertise has been incredibly helpful as we have navigated the challenges in the banking sector over the past 3years. Their insight and proactive leadership in our industry has been game changing with liquidity management! FinPro is not only a great partner to our organization but even more a partner to all of us in the industry!

Switching to FinPro for Asset Liability Management, Liquidity and Contingency Planning was a strategic decision that has delivered significant long-term benefits.While the transition from our previous vendor required some initial effort, the process was remarkably seamless. With FinPro, we now have a single, integrated model driving Asset Liability Management, Liquidity and Contingency FundingPlanning, Capital Planning, and Enterprise Risk Management. Their expertise in evolving regulatory expectations for Liquidity and Contingency Planning has been invaluable. Our Executive Management Team and Board of Directors are extremely pleased with the insight and support FinPro has provided.

Newtown Savings Bank has partnered with FinPro for over ten years and wholeheartedly endorses its services. Management views the partnership with FinPro as one of theBank’s most valued and most important relationships. The FinPro team is thought-provoking, professional, and responsive to the Bank’s needs. NSB began by using FinPro to help with enterprise risk assessments and eventually outsourced ALCO reporting as well. FinPro’s deep regulatory experience and industry insights have also proved invaluable over the years. Lastly, NSB utilizes FinPro’s modeling capabilities in creating its capital plan, in preparing three-year forecasts, and in performing sensitivity testing and what-if analyses.

I have worked with FinPro and always have an in-depth and interactive conversation on how to manage our institution with a best practice approach interwound with our strategic initiatives. I always feel our sessions raise the level of the discussion and feel Finpro is a big part of our success. WhenI moved to South Shore Bank and we needed help with ALCO my first call was to the Finpro Team. The team employs a collaborative end to end approach to ALM, covering topics such as data validation, assumption review, ad-hoc situational analyses and interest rate risk recommendations based on the current environment and our business objectives. Finpro helps keep us abreast of regulatory concerns and supervisory exam expectations. Our meetings are interactive with the business lines and discussions are encouraged.

FinPro is a must have in any CFO or CEO’s cache of resources; providing incredible value to community banks who lack the resources to deliver regulatory compliant treasury and risk management practices. Whether assisting in the ALM environment or providing air cover on regulatory examinations – they are valued partners who are extremely knowledgeable. FinPro has assisted us in everything from interest rate risk management, strategic planning, M&A and stress-testing. FinPro delivers high quality results – meeting and exceeding Board and Regulatory expectations.