Recent Posts by Haley Locklier

5 Profitability Analysis Myths: The Final Recap
5 Profitability Analysis Myths: The Final Recap
Posted by Haley Locklier on Dec 8, 2020
Over the past several months we debunked five common myths in the financial services industry about profitability analysis projects. Let’s take a look back at the truths we revealed. Myth #1  “Our Own Team can Conduct a Profitability Enhancement ...
The Pros and Cons of Relationship Pricing
Posted by Haley Locklier on Mar 12, 2019
What are potential high value customers looking for when choosing a financial institution that will best suit their needs? Or what promotes customer loyalty? Offers, Rewards and Perks. In other words, relationship pricing, which is a pricing and ...