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Financial Managers School
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Understanding and Using Customer Profitability
To stay competitive in the financial services industry, customers (or clients) must be at the center of everything. With access to so much information about clients’ accounts, balances and transactions most financial institution's lack an understanding of the value each client brings to the financial institution. Join FMS and Brad Dahlman of ProfitStars as be explains what drives customers and how to implement an effective customer profitability system.
Recorded December 11-12, 2018
You will receive a link to the recorded webinar within 24-48 hours.
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