We customize reporting structures based upon business units within an organization and for products offered.
We evaluate every customer record and GL account to determine their true value compared to the market, which ultimately gives a clear picture of each account and product’s contribution to ROA.
We perform in-depth cost studies to determine how to allocate expenses from all areas of your bank to your profit producers.
Unlimited user access to company data at any time through your dashboard on our customer portal.
We assign capital to each of your profit producers based on risk to determine a Risk-Adjusted return for each unit.
One result of our model is that we maintain proprietary peer information that you cannot find anywhere else.
We review results with your team and provide insights into market trends and improvements that can be implemented immediately. Over time, you can track the results of your efforts.
Most customer/relationship profitability systems require spread, fee income, and cost data at the customer level. We provide data feeds so your systems reflect your institution’s actual performance.
We interact with a limited number of your employees and keep the burden on us.
"*" indicates required fields