Making Customer Profitability Work for You

Topics:
CRM,
Sales Force Design
Tags:
Finance,
Financial Planning,
Financial Services,
Guideline,
Industry,
Investment,
Management,
Market Line Associates,
Strategy
Source:
Market Line Associates

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Overview: Much has been written about Account and Customer Profitability in the financial services industry over the past 5-10 years and many myths exist about both the process and the uses of the results. The purpose of this paper is to provide the reader with some guidelines about what is considered to be important in an account and customer profitability valuation. In that manner, the reader can use these guidelines to compare his own efforts to date. And, he can use them as a template for the best next steps.

(Is this item miscategorized? Does it need more tags? Let us know.)

Format: HTML | Pages: 4

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