How to Effectively Identify, Measure and Manage Relationships
With tight margins and continued pressure on earnings, many financial institutions want to better understand what drives their profitability and where opportunities exist for enhancing it.
To accomplish this, finance leaders must analyze profitability drivers across a range of dimensions, including business lines, products, accountholders, channels and relationships.
This white paper examines the important correlation between relationship management, profitability and pricing and explains how finance, relationship and lending teams can make the best use of each area and the most effective tools.
A single, intuitive solution provides institution leaders, relationship managers and other front-line staff with robust tools to accurately price, analyze and manage portfolios to optimize profitability.