Learn how financial services and insurance companies can use ImpactECS to calculate detailed customer and product profitability results, analyze unlimited scenarios, and make better business decisions.
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Customer and Product Profitability for Financial Services
1.
2. Financial Services companies are
challenged to understand profits
generated their customers and
products because the majority of their
costs are indirect and involve activities
provided by supporting departments
and accounts are often opened by one
agency but serviced by another.
$
3. Manual
General Ledger
Expenses
Charge Backs
Add / Update
Allocations
Distributed
Data Collection
Rules
Drivers
Verify Data is
Complete
Create JE File
Create
Statements
Provider
Consumer
Validate
Allocate Costs
Automated