What’s in a Relationship? Leveraging Customer Profitability Insights to Maximize Performance

Join Kaufman Hall finance experts Bryan Ridgway and Brad Brockman for a 2-hour on-demand webinar on how to best leverage relationship data to improve performance in your bank, credit union, or farm credit association. The session covers:

  • Relationship Management: Knowing the value of your relationships and steps to laying the groundwork for an accurate data foundation.
  • Relationship Profitability Analysis: Identifying your markers, skaters, and takers, along with how to manage your own portfolio along with the institution's portfolio. We'll also cover how to work with your individual relationship managers to maximize performance.
  • Relationship Pricing: Understanding how to price a loan or other deal and finding the best possible combination of business for the client and the institution.

 

Watch a clip from the webinar: