Financial Service organizations frequently cite superior customer management as a key differentiator when trying to attract new clients and retain current customers. Banking operations practices such as checking product fee assessment and waiver policies, time deposit rate exception policies; holistic customer-level risk management scoring and customer servicing strategies are all a part of retail banks' daily customer management processes. This white paper proposes a framework to design and deploy holistic customer-centric strategies that synthesize systems of record (SOR) information and qualitative banker insights that are critical to customer experience. It is intended to be a roadmap for retail banking strategists within centrally managed strategy teams.
Please complete the form below to access.
Discover how consulting services can help your organization strengthen your credit risk management strategies and processes, across the Customer Life Cycle. Contact your account representative, or call 1 888 414 1120.