Effective portfolio management starts at the relationship level. On average, the top 1% of your 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 our 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
  • Ensure a consistent approach to generating profitability data