CDI & Other Valuations

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Implementing SOFR in Models that do not have SOFR Settings

CDI Valuation Services

CDI Valuation Services

Implementing SOFR in Models that do not have SOFR Settings
Implementing SOFR in Models that do not have SOFR Settings

CDI Valuation Services

Years of Experience
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Over 25 years of experience valuing deposits utilizing patented advanced valuation methodology

Managing Deposit Pricing to Mitigate Balance Sheet Risk: A Definitive Guide

Attracting and keeping deposits is always challenging in a highly competitive environment. COVID-19 is presenting an array of new trials related to monitoring deposit pricing, as well as creating an effective model to govern pricing strategy and mitigate risk. This guide looks at best practices in data-gathering and model design for institutions, particularly banks and credit unions with assets from $250 million to $2 billion.

Our team has over 100 years of collective experience

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