customer and product profitability for financial services
TRANSCRIPT
![Page 1: Customer and Product Profitability for Financial Services](https://reader035.vdocuments.us/reader035/viewer/2022071823/55be25eabb61ebc21f8b4765/html5/thumbnails/1.jpg)
![Page 2: Customer and Product Profitability for Financial Services](https://reader035.vdocuments.us/reader035/viewer/2022071823/55be25eabb61ebc21f8b4765/html5/thumbnails/2.jpg)
Financial Services companies are challenged to understand profits 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.
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General Ledger
Expenses
Charge Backs
Add / Update Allocations
Distributed Data Collection
Verify Data is Complete
Allocate CostsValidateCreate Statements
Create JE File
Rules Drivers
Manual
Automated
Provider Consumer
![Page 4: Customer and Product Profitability for Financial Services](https://reader035.vdocuments.us/reader035/viewer/2022071823/55be25eabb61ebc21f8b4765/html5/thumbnails/4.jpg)