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Customer and Product Profitability for Financial Services

3C Software
3C Software

Learn how financial services and insurance companies can use ImpactECS to calculate detailed customer and product profitability results, analyze unlimited scenarios, and make better business decisions.

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Customer and Product Profitability for Financial Services
Financial Services companies are challenged to understand pro鍖ts generated their customers and products because the majority of their costs are indirect and involve activities provided by supporting departments and accounts are often opened by one agency but serviced by another. $
Manual General Ledger Expenses Charge Backs Add / Update Allocations Distributed Data Collection Rules Drivers Verify Data is Complete Create JE File Create Statements Provider Consumer Validate Allocate Costs Automated
Customer and Product Profitability for Financial Services

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Customer and Product Profitability for Financial Services

  • 2. Financial Services companies are challenged to understand pro鍖ts generated their customers and products because the majority of their costs are indirect and involve activities provided by supporting departments and accounts are often opened by one agency but serviced by another. $
  • 3. Manual General Ledger Expenses Charge Backs Add / Update Allocations Distributed Data Collection Rules Drivers Verify Data is Complete Create JE File Create Statements Provider Consumer Validate Allocate Costs Automated