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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.

$
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

  • 1.
  • 2. 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. $
  • 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