Financial Service organizations frequently cite superior customer management as a key differentiator when trying to attract new clients and retain current customers. Banking operations practices such as checking product fee assessment and waiver policies, time deposit rate exception policies; holistic customer-level risk management scoring and customer servicing strategies are all a part of retail banks' daily customer management processes. This white paper proposes a framework to design and deploy holistic customer-centric strategies that synthesize systems of record (SOR) information and qualitative banker insights that are critical to customer experience. It is intended to be a roadmap for retail banking strategists within centrally managed strategy teams.
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Discover how consulting services can help your organization strengthen your credit risk management strategies and processes, across the Customer Life Cycle.