Relationship Profitability Manager (RPM)

Critical information for attracting new business

RPM is a powerful business analysis application that accurately measures each customer's contribution - and the contribution of each customer relationship -- to your institution's bottom line.

The information RPM generates can be shared across the organization. By bridging information gaps between departments, RPM allows customer-based decisions to be made where they are most needed - at customer touch points throughout your institution.

Gain an edge with the Relationship Profitability Manager

RPM can easily use your household customer file or create its own relationships according to your definitions. Linking related personal and business customers gives you the ability to see all of your customers through the relationships in which they live and work. It also gives you the critical advantage of understanding how pricing and customer service decisions can affect an entire relationship, not just the individual customer account.

Relationship Profitability Manager helps attract business

IPS-Sendero clients have found that having an effective pricing process can be the key to attracting and retaining the most profitable business. With RPM's built-in pricing tool, Simulate, sophisticated "What If" pricing analysis is at the fingertips of loan officers, platform staff or anyone needing to price or re-price customer products and services.

Reporting with the Relationship Profitability Manager

In addition to its impressive desktop performance, RPM comes with a complete set of standard reports. You can report on high-level product and organizational views of profitability or zero in on detail transactions for a particular account. Ranking reports let you identify your most profitable (or unprofitable) relationships, portfolios and organizational entities. Profit watch reports flag relationships with significant changes in profitability from period to period.

Contact us about the Relationship Profitability Manager

Trust IPS-Sendero to furnish the data that can help draw in new customers who add to the bottom line. Contact us today and learn more about the Relationship Profitability Manager.