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Financial Software Knowledge Center

Resources for your Financial Institution

As one of the first “Fintech” providers in the financial industry, Stratman has a long history of product innovation and continuous improvement. We invite you to explore our Knowledge Center resources for key insights, lessons learned, tips and tricks, and other important information related to our products and the industries we serve.

Sweep Repos – Quenching Depositors’ Thirst For Protection

Sweep repos could be an overlooked solution for deposit protection. Despite recent discussions about other methods like retaining uninsured deposits and utilizing tools such as EDIE reciprocal deposits sweep repos offer a simpler alternative. The clock is ticking, and customers desire safety for their deposits.

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Using Repurchase Agreements to Grow and Protect Customer Deposits

Repurchase agreements, or repos, are a form of secured borrowing commonly used in financial markets. Click the button below to watch our video on the distinction between custody repos and tri-party repos, which were created to protect customers' interests.

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A Practical Guide to Sweep Accounts

When managing finances, it is important to make the most of every dollar and opening up a sweep account is one way to do that. Sweep accounts are designed to give customers protection on balances greater than the amount covered by FDIC insurance.

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Prepare Now for CECL

Compliance for CECL is closing in. To ensure your institution is prepared, it is critical to begin preparations now. We understand the value of an automated solution, as well as the potential pitfalls that can delay implementation and we've broken the process down to four simple steps: Plan, Do, Check, and Act.

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5 Steps for an On Time CECL Launch

We’ve gathered key takeaways from our direct banking experience and programmed them into software to help you navigate the short runway for CECL readiness. Here are the highlights from what we learned that may help your unique implementation timeline.

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The Banker's Problem Loan Toolkit

Is your asset management action plan as strong as it could be? At Stratman Solutions, we’re constantly looking for ways to deliver value to our clients. That’s why we’ve created a free eBook packed with tools and insights to help you increase efficiency at your organization.

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Prepare for Downturns by Upping Technology

Does your financial institution have the right practices and tools in place to manage asset quality in times of economic uncertainty? This whitepaper takes a close look at the benefits of leveraging technology within your organization to increase efficiency and eliminate human error.

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5 Questions to Ask Before your Next Exam

When regulatory bodies periodically conduct exams, examiners consider many details. Are you prepared? Unfavorable ratings can lead to increased premiums and your team being tasked with more work to provide actionable reports of improvement. Ask yourself these five questions, and you’ll be on your way to being prepared for your next exam.

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