Effective portfolio management starts at the relationship level. On average, the top 1% of your customer relationships generate a majority of your institution’s value. Losing even one of those key relationships can have a huge impact on your margin.
Read Kaufman Hall’s new e-book, 4 Steps to Optimizing Profitability through Relationship Value, to learn how to operationalize these best practices:
- Understand the components and value of each relationship
- Enable relationship managers to produce the right outcomes
- Price and manage business based on relationship value
- Consistently generate profitability data across all dimensions
This e-Book is brought to you by Kaufman Hall