Pub. 5 2024 Issue 2

Evaluate: • Whether we are currently profitable in that line of business. • The cash flows vs. the risks of each option. • Whether the loan growth via origination generates a comparable or better return on assets vs. buying loans (participations). • Which option generates maximum earnings potential? Example: Evaluate whether to originate auto loans vs. buy auto loans. 3. Have a Strong Growth and Cost Plan With Segmented Deposits Consider: • Are all deposits created equally? • Is raising deposit rates to raise funding the best option? • What other options should we consider? Evaluate: • Marginal cost of raising rates to attract new deposits. • What percentage of existing accounts would move to higher rates too, increasing cost but no new growth? • Would a wholesale fixed-rate credit advance cost less than raising deposit rates? • Stress test various levels to estimate the marginal cost of keeping rate-sensitive customers or members. Example: Should we raise deposit rates to raise funds? To make sure your financial institution’s strategies put you ahead of the competition while preserving liquidity and maximizing earnings, consider Abrigo Advisory Services. Get help with loan and deposit pricing, managing deposits or determining marginal returns on strategies across the balance sheet. Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo’s platform centralizes the institution’s data, creates a digital user experience, ensures compliance and delivers efficiency for scale and profitable growth. Make big things happen. Get started at www.abrigo.com. 11 In Touch

RkJQdWJsaXNoZXIy MTg3NDExNQ==