ZMFS is pleased to announce that clients now have the ability to upload MountainView Financial Solutions decay studies and betas into ZMFS’ balance sheet management platforms: ZMdesk and OnlineALM. By offering this ability to its clients, ZM Financial helps reduce the time its clients spend sourcing supplemental loan and deposit data and provides them with opportunity to enhance model and deposit analysis and precision.
Star One Credit Union is the most recent institution to choose our flagship solution, ZMdesk, for their investment and pre-trade analytics. Based in Sunnyvale, CA, Star One is a member-owned financial institution, with assets totaling more than $8 billion.
CIO Outlook magazine recently named ZM Financial Systems as one of its Top 10 Portfolio Analytics Solutions Providers for 2018. "Over the years, ZM Financial Systems has become the go-to partner for more than 2,000 depository institutions, and for the broker-dealer community."
#ExploreZMFS on FMStv to learn more about the importance of a CECL implementation roadmap. As CECL is transforming accounting standards that will impact numerous areas an institution's operations, it is important to bring components together now. Learn more...
Join us at the 6th Annual Stress Testing USA Congress in New York City on 6-7 November. Our very own Guo Chen, PhD, Director, Quantitative Research will be speaking at the event covering the topic of Loan Default Analysis: A CECL case study and beyond. Save an extra 20% on the price using our discount code: STUSAZMFS
ZM Financial Systems (ZMFS) welcomes two new employees to help manage our quickly-growing client base and their needs. Michael (Mike) Lau joins the company’s as our new Product Manager, Budgeting. Also joining the team is Phillip Reschke as our Client Experience Manager. #ExploreZMFS to learn more about them and our company
ZM Financial Systems is pleased to welcome Carter Bank & Trust as our newest OnlineALM and OnlineBudgeting client. With 4.1 billion in assets, Carter Bank & Trust is a state-chartered community bank headquartered in Martinsville, Va., with more than 100 branches in Virginia and North Carolina.
ZM Financial Systems welcomes St Mary’s Credit Union of Marlborough, Mass., as they begin implementation of two of our SaaS solutions: OnlineALM and OnlineBudgeting. St. Mary’s Credit Union was founded in 1913 and has grown to $850 million in assets by utilizing technology and electronic delivery channels to serve members across a broad geographic region.
ZM Financial Systems Partners with Duke University’s Fuqua School of Business to Overcome Challenges Inherent to the Modern Data Environment: For six weeks, a group of 10 students enrolled in Duke University Fuqua’s School of Business Master of Quantitative Management (MQM) program set out to ensure the analytical theories they are learning can help financial institutions withstand another large economic downturn.
Representatives from credit unions ranging in asset size from $1 to $5 billion recently attended ZMFS' second annual Credit Union Peer Exchange.