Quarterly Board Review Q Your Community Bank Your City, USA
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1 Quarterly Board Review Q Your Community Bank Your City, USA
2 What is BankTrends? A web-based, call report-driven peer analysis solution that provides your bank with: An Effective Communication Tool: For your Board, Managers and Staff. A Management Tool: Quantify strengths, identify opportunities, and help focus bank resources. A Strategic Planning Tool: A valuable tool to assist with short and long-term strategic planning. A Time-Saver: Easily create summary and drill-down reports to meet different needs within the bank. Features: Web-based Platform: Anyone with internet access can use Bank Trends. Interactive and Flexible: Identify trends from the past 5 quarters, or the past 5 years. Hundreds of peer group possibilities. Compare performance against competitors, or other banks in your holding company. Export to Excel: Easily export financial statement information to Excel. BankTrends is powerful, easy to use, and an incredible value. Every community bank president should have BankTrends! President & CEO, community bank in Indiana 2015 Spotlight Financial, Inc. All Rights Reserved
3 PERFORMANCE SCORECARD
4 KEY METRICS vs. Our Peer Group
5 180 Banks in Our Peer Group
6 ASSET GROWTH vs. Our Peer Group
7 ASSET PROFILE vs. Our Peer Group
8 LIABILITY PROFILE vs. Our Peer Group
9 Capital
10 CORE CAPITAL vs. Our Peer Group vs. UBPR
11 TOTAL RISK-BASED CAPITAL vs. Our Peer Group vs. UBPR
12 Asset Quality
13 ASSET QUALITY SNAPSHOT: year-over-year comparison
14 ALLL to LOANS vs. Our Peer Group Peer Group s asset quality is worse than our bank, but improving
15 NONCURRENT LOANS vs. Our Peer Group
16 TEXAS RATIO vs. Our Peer Group Texas Ratio = Loans DPD DPD + Nonaccruals + OREO divided by Capital + Reserves
17 NET CHARGE-OFFS vs. Our Peer Group
18 OREO GROWTH vs. Our Peer Group
19 Earnings
20 PRETAX ROE vs. Our Peer Group vs. UBPR
21 PRETAX ROA vs. Our Peer Group vs. UBPR
22 PRE-PRE ROA vs. Our Peer Group vs. UBPR Pre-Pre ROA: a measure of core earnings
23 NET INCOME GROWTH vs. Our Peer Group
24 INTEREST INCOME (TE) vs. Our Peer Group Down 41 bps for our bank Down 89 bps for peers
25 NON-INTEREST INCOME vs. Our Peer Group
26 INTEREST EXPENSE vs. Our Peer Group
27 NON-INTEREST EXPENSE vs. Our Peer Group
28 EFFICIENCY RATIO vs. Our Peer Group
29 NUMBER FTEs vs. Our Peer Group
30 ASSETS PER FTE ($ millions) vs. Our Peer Group
31 NET INTEREST INCOME GROWTH vs. Our Peer Group
32 NET INTEREST MARGIN vs. Our Peer Group
33 LOAN PORTFOLIO vs. Our Peer Group
34 LOAN YIELDS vs. Our Peer Group
35 NET LOAN GROWTH vs. Our Peer Group
36 SECURITIES PORTFOLIO vs. Our Peer Group
37 SECURITIES YIELDS vs. Our Peer Group
38 DEPOSIT PORTFOLIO vs. Our Peer Group
39 DEPOSIT RATES vs. Our Peer Group
40 DEPOSIT GROWTH vs. Our Peer Group
41 Liquidity
42 LIQUIDITY RATIO vs. Our Peer Group
43 SHORT-TERM INVESTMENTS vs. Our Peer Group
44 CORE DEPOSITS vs. Our Peer Group
45 BROKERED DEPOSITS vs. Our Peer Group
46 LOANS TO ASSETS vs. Our Peer Group
47 BankTrends is an interactive peer analysis solution. Schedule a free demo and see how BankTrends can help your bank save time and work smarter! BankTrends is powerful, easy to use, and an incredible value. Every community bank president should have BankTrends! President & CEO, community bank in Indiana BankTrends is the perfect product to address your Call Report analytics. It s a must have! CEO, Illinois bank How much does BankTrends cost? $300 per quarter for banks under 100m $400 per quarter for banks 100m 300m $500 per quarter for banks m $750 per quarter for banks 500m 1B $1,000 per quarter for banks 1B 5B $1,250 per quarter for banks over 5B & others As a new user of BankTrends - all I can say is WOW! It is very user friendly, easy to understand, and a visual delight. Information is displayed in easy to interpret graphics and data can be displayed for a single institution or a variety of institutions. For comparative or competitive purposes, BankTrends is dynamite! CEO, community bank in Washington I honestly feel that if you aren t using this service, you d better hope your competition isn t either. a community banker from the mid- Atlantic Michael A. Stinson CEO, Spotlight Financial, Inc. Toll Free: Direct: michael@bank-trends.com Spotlight Financial, Inc. All Rights Reserved
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