Relationship Profitability Manager™
Relationship Profitability Manager is a powerful business analysis application that accurately measures each
customer's contribution — and the contribution of each customer relationship — to your institution's bottom line.
The information Relationship Profitability Manager generates can be shared across the organization. By bridging
information gaps between departments, Relationship Profitability Manager allows customer-based decisions to be made where
they are most needed — at customer touch points throughout your institution.
Gain an edge with the Relationship Profitability Manager
Relationship Profitability Manager can easily use your household customer file or create its own relationships
according to your definitions. Linking related personal and business customers gives you
the ability to see all of your customers through the relationships in which they live and
work. It also gives you the critical advantage of understanding how pricing and customer
service decisions can affect an entire relationship, not just the individual customer
account.
Relationship Profitability Manager helps attract business
Fiserv clients have found that having an effective pricing process can be the key
to attracting and retaining the most profitable business. With Relationship Profitability Manager's built-in pricing
tool, Simulate, sophisticated "what if" pricing analysis is at the fingertips of
loan officers, platform staff or anyone needing to price or re-price customer products and
services.
Reporting with the Relationship Profitability Manager
In addition to its impressive desktop performance, Relationship Profitability Manager comes with a complete set of
standard reports. You can report on high-level product and organizational views of
profitability or zero in on detail transactions for a particular account. Ranking reports
let you identify your most profitable (or unprofitable) relationships, portfolios and
organizational entities. Profit watch reports flag relationships with significant changes
in profitability from period to period.
Contact us about the Relationship Profitability Manager
Trust Fiserv to furnish the data that can help draw in new customers who add to
the bottom line. Contact us today and learn more about the Relationship Profitability
Manager.

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