Leverage transactions to virtually display any profit segmentation

 
 
 

Multiple Segments

Customer, channel, product, officer, age, etc.

Customized for each financial institution

Balanced to General Ledger

Aggregated

Profit spanning data silos (i.e. core, trust, credit card)

Complete picture of customer’s profit position

Top profit customers change when compared to core only

Who

Most profitable customer typically contribute well over 100% of profits

More commercial emphasis, the more profit is concentrated

Identify the small most profitable group – high touch

 

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