Relationship Profitability and Pricing System

The Relationship Profitability and Pricing System (RPPS) provides a complete picture of each customer’s total relationship with your financial institution and an understanding of how to accurately price and manage that business based on the customer’s empirical profitability.

RPPS provides a single solution that enables your team to:

• Build complex relationships, accurately linking individuals and businesses to a relationship through a flexible and intuitive interface.
• Actively manage complex relationships and portfolios.
• Precisely measure profitability for every account, customer, and relationship.
• Accurately price potential new business, seeing its effect on the entire relationship.
• Inform business decisions through analytical reports and dashboard insights, tracking against selected profitability metrics at the institution, portfolio, and relationship manager levels Axiom RPPS provides more than 30 reports and dashboards.

This document illustrates how both relationship managers and institution leaders can leverage the software ― including examples of specific actionable insights ― to support an institution’s profitability goals while providing the best possible client/member experience.