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U.S. Banker March 2008 John Adams |
Customize Fees and Make Customers Feel Special Bank fees have long been a one-size-fits all jacket, but some institutions now offer a custom-tailored experience to differentiate themselves and grab wallet share.  |
IndustryWeek August 18, 2010 Wilbur Reid |
Consider This -- Why Companies Need a Chief Pricing Officer In the new order, the rise of strategic pricing roles such as a chief pricing officer and supporting pricing team will help companies achieve strong financial performance.  |
Financial Planning October 1, 2010 J. Scott Slater |
On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services.  |
Bank Systems & Technology June 2, 2007 Maria Bruno-Britz |
Acquisition Obsession Results In Bank Deposit Growth Deposits have been dropping off at U.S. banks for years. And according to a recent study, there is no one technology or formula that banks can follow to reverse the trend.  |
Bank Technology News March 2010 Louis Hernandez, Jr |
Better Pricing Heals Wounds What can banks do to keep customers? They can use relational pricing, which allows a financial institution to customize the way it calculates service charges based on relationships between account transactions, balances and other aspects of relationships.  |
CRM September 8, 2015 Dan Moultrie |
Financial Institutions Should Bank on Knowing Their Customers Finding out what customers want, and how they prefer to interact, is to key to profitability.  |
CRM May 2013 Leonard Klie |
Price Shapes Satisfaction In a tight economy, companies must use VoC solutions for price sentiments.  |
Bank Systems & Technology February 1, 2007 Falk Rieker |
Bank technology Executives Are Challenged to Do More With Less Technology can enable banks to increase revenue while continuing to reduce their costs. Here are recommendations.  |
IndustryWeek April 21, 2010 |
Consider This -- Using Pricing as a Competitive Advantage Here are three tried and tested pricing strategies to help manufacturing companies climb to the top of the heap in this time of economic recovery.  |
Bank Technology News July 2001 Joseph McKendrick |
Your Best Customers May Be Different Tomorrow Financial technology helps institutions predict which of their clients are worth fighting for...  |
Bank Systems & Technology May 7, 2007 Nancy Feig |
Compressed Margins, Advanced Technology, Mature Data Stores Lead Banks to Price Optimization Although price optimization technology is gaining in popularity, few banks are willing to talk about their strategies.  |
The Motley Fool January 19, 2007 Dan Caplinger |
Banks Need Your Fees The best way to avoid fees is to make sure you understand what fees your bank charges for certain transactions or activities before you need them.  |
Bank Technology News November 2004 John Adams |
Data Management: Webster Tries To Redefine CRM Webster Bank is adopting new technology that aims to upgrade data storage capability, turning it into a tool that gives a much broader view of customers, their financial profiles and banking relationships.  |
IndustryWeek April 1, 2008 Nick Zubko |
Price Check on Manufacturing A benchmarking survey polled more than 500 pricing professionals in manufacturing, distribution and industrial services to shed light on their methods, perceptions and trends in pricing practices and capabilities.  |
Registered Rep. November 1, 2005 John Churchill |
You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.  |
Bank Systems & Technology February 1, 2007 Bart Narter |
The Role of SOA in 2007: Channel Forecast Service-oriented architecture is helping banks achieve a single view of the customer.  |
Financial Planning July 1, 2008 Scott Schutte |
Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?  |
Bank Systems & Technology November 1, 2006 Nancy Feig |
Integrating the Channels Financial institutions are juggling numerous channels and the multitude of ways in which they touch customers. Many banks are actively looking to integrate those delivery channels more strategically.  |
U.S. Banker January 2006 John Engen |
Fabulous on the Fundamentals The first three quarters of 2005 were the most profitable in banking history, with record earnings of $102 billion. But already in 2006, analysts see signs of change in the overall approach bankers take to the business.  |
U.S. Banker March 2007 Holly Sraeel |
Beyond the Numbers: Sizing Up Top Performers With a flat yield curve, an increase in deposit pricing and stalling consumer-loan growth, banks face in 2007 even stiffer headwinds-ones far more difficult to control or, even worse, forecast.  |
Financial Planning December 1, 2005 Beck & Tibergien |
Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.  |
IndustryWeek April 1, 2008 Nick Zubko |
From Parts Unknown How to identify what might be missing from your parts pricing strategy.  |
Investment Advisor September 2005 Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.  |
U.S. Banker February 2010 Louis Hernandez |
Six Ways to Attract and Retain Small Businesses Many healthy small businesses have had their credit lines cut even though there is no real change in risk for that business. At the same time, however, banks do not need to focus solely on credit.  |
U.S. Banker March 2010 Charles Keenan |
In Search Of Wallet Share All banks talk about cross-selling, but few excel at it. Maybe it is because they focus too much on pushing products and not enough on the intangibles -- education, service, trust -- that help build loyalty.  |
CRM November 2007 Colin Beasty |
Predicting Profitability After years of trial-and-error, enterprises are finally developing innovative strategies and incorporating new software to allow them to identify - and sell to - their most profitable customers.  |
Registered Rep. September 29, 2005 John Churchill |
Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.  |
Bank Systems & Technology December 1, 2006 Katherine Burger |
What an Experience How can banks achieve growth and customer-retention goals when the products and services they offer are highly commoditized?  |
U.S. Banker April 2008 Chris Bledsoe |
Funds-Transfer Pricing? Just Say No. Is funds-transfer pricing worthwhile?  |
InternetNews January 27, 2004 Michael Singer |
Oracle Succumbs to User-Based Pricing By overhauling its pricing model, the business software giant could expand beyond its traditional high-end customer base.  |
Financial Advisor April 2007 David Lawrence |
RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.  |
CFO June 1, 2011 Russ Banham |
The Price Is (More) Right Improved technology -- and leadership from finance -- may help companies optimize their margins.  |
Financial Advisor November 2007 Tracey Longo |
Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.  |
Registered Rep. January 1, 2003 Amy Leavitt |
Don't Sell, Help In clients' minds, your fees are a leading indicator of the value they will realize from your services. Communicate clearly the value of your services to potential clients to make certain they understand the value they will realize for their fee. One tool to do this with is pricing.  |
Investment Advisor September 2009 Mark Tibergien |
Formulas for Success: In The Absence of Value Does your pricing strategy reflect your worth?  |
Financial Advisor July 2008 Rebecca Pomering |
When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.  |
CIO January 26, 2012 Kim S. Nash |
Pricing Done Right Setting prices is a strategic decision that needs C-level attention. Your profits depend on it.  |
Bank Systems & Technology February 1, 2007 Duchesneau & Joyner |
The Business of Risk Faced with product commoditization, increasing competition and decreasing customer loyalty, banks are being forced to seek new ways to boost revenue and increase customer retention.  |
Bank Technology News January 2001 David Rountree |
Bye, Bye CRM, Hello CMR Not quite, researchers say, though RDS promotional material proferred the latest BAI research as proof that customer relationship management is "disappearing"...  |
Registered Rep. May 31, 2011 Charles Paikert |
Wealth Management Business Booming, but Pricing Practices Questioned Questions arise from a widely anticipated new study from The Boston Consulting Group released yesterday.  |
FDIC FYI November 26, 2002 |
Quarterly Banking Profile Commercial Banking Performance, Third Quarter 2002 Gains on securities sales keep earnings near record level... Weakness in overseas operations limits industry profits... Margins improve at community banks, decline at larger institutions... Strong mortgage demand fuels growth in loans... Asset-quality problems continue to grow at large banks  |
Knowledge@Wharton June 4, 2003 |
Choosing the Wrong Pricing Strategy Can Be a Costly Mistake Two professors in Wharton's marketing department say devising appropriate pricing strategies is more critical than ever in a world of hyper-competition. Pricing strategies also take on added importance at a time when central bankers and economists are concerned about deflation.  |
Registered Rep. July 5, 2011 Jerry Gleeson |
When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.  |
U.S. Banker March 2007 Seamus McMahon |
Stemming Revenue Anemia Becoming an expert at revenue productivity will require tough cultural and systemic changes at most banks. The good news is that banks willing to bear down now will put some distance between themselves and the competition in 2007-and pull away in 2008.  |
Insurance & Technology November 12, 2007 John Macaluso |
Banks Should Consider Extending SOA With BPM Banks should consider extending SOA technologies with business process management strategies.  |
Registered Rep. December 4, 2012 Jerry Gleeson |
Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.  |
Bank Systems & Technology February 1, 2007 Anthony O'Donnell |
Educated Opinions: 2007 Bank Technology Forecast Industry experts give their forecasts for bank technology in 2007.  |
CRM August 2, 2004 Jason Compton |
Many Possibilities, One Price Can price optimization systems improve bottom-line results without strong-arming customers?  |
Global Services July 11, 2008 Lisa Ross |
Trends in Pricing of FAO Contracts Finance and accounting outsourcing contract pricing is less standard and more case-by-case. Thus pricing is the most debatable part of such contract discussions.  |
Knowledge@Wharton March 26, 2003 |
The Hidden Dangers -- and Payoffs -- of "Targeted Pricing" Should your firm target your competitors' customers with lower prices than the competition charges them? When might it make sense, instead, to offer discounts to your own customers? Under what conditions might this sort of approach -- known as "targeted pricing" -- backfire?  |