Use cases / Relationship profitability

Relationship profitability

A contribution line for every relationship, client or portfolio, reconciled to the ledger.

How it works

Load revenue measures such as net interest income or fees.
Charge coverage, servicing and processing activities by their own drivers.
Report by relationship, banker or team with row-level security.

Capabilities used

Calculation rules with tie-outHierarchy entitlementsPortfolio dashboards

Industries

Commercial banking Professional services

Roles

CFO and finance director FP&A Relationship managers and branch leaders Product and category managers Financial controller Internal audit and risk Shared services leaders Pricing and revenue management

See your own cost structure in ProfitKeel.