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Software Solutions

Software Solutions is The Baker Group’s proprietary family of industry-responsive programs proven to help community financial institutions improve their performance.

Because interest rates and cash flows can change quickly, it is vital for financial institutions to have access to effective reporting and analytic tools that enable them to make informed decisions, manage assets and liabilities, track liquidity risk, and satisfy regulatory needs.

By integrating interest rate risk, liquidity risk, and investment portfolio management, these programs enable your financial institution to build a portfolio that achieves earnings goals while managing and monitoring overall balance sheet rate risk. We call this total resource management.

*The Baker Group, LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc.

Intelligent Banking Reporting and Analytics Management Solutions

BBA
Baker Bond Accounting®

Clear, concise reports for presentation to the investment committee or the board of directors.

APM®
Advanced Portfolio Monitor

Analyzes and graphically displays information for all types of bank-eligible fixed income securities, including municipal bonds, mortgage-backed securities, CMOs, and callable agencies.

IRRM®
Interest Rate Risk Monitor

Better manage the future impact of changing interest rates to your institution’s profitability and equity position.

BSM®
Balance Sheet Monitor

Quickly and efficiently project budgets from one to five years.

MCA
Muni Credit Analysis

The Baker Group's proprietary municipal credits database provides crucial material for both prepurchase and post-purchase credit reviews. Highly trained analysts decipher financial statements and official statements on behalf of investors and create user-friendly reports to make the credit review process as simple and efficient as possible.

DLM
Dynamic Liquidity Monitor

The Dynamic Liquidity Monitor allows users to simulate multiple “what if” scenarios to assess impacts on balance sheet liquidity. It is effectively a dynamic “sources and uses” model that enables you to adjust assumptions on a variety of things.

News

Soft Landing Versus Recession and the Impacts on Interest Rate Risk

The big question over the past year has been, will the Fed achieve the soft landing they are aiming for or will we hit a…
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The Importance of Maintaining a Bond Portfolio in a Community Bank Balance Sheet

Managing a community bank’s balance sheet is like taking care of a home: it requires ongoing maintenance, thoughtful planning, and proactive decisions to preserve its…
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Baker Market Update
2025-05-09

Round 2 of the NBA Conference Semifinals began this past Sunday, with the Cleveland Cavaliers hosting the Indiana Pacers. The Pacers pulled off an upset,…
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Baker Market Update
2025-05-02

Stronger-than-expected labor data is bringing a measure of calm to jittery markets this morning, tempering fears of a sharp economic downturn following Wednesday’s report that…
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The Week Ahead
May 12-16, 2025

Click Here to Watch Video Presented by: Ryan Hayhurst – President 800.937.2257
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The Week Ahead
May 5-9, 2025

Click Here to Watch Video Presented by: Ryan Hayhurst – President 800.937.2257
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1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118

Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392

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