Self-Assessment of Pricing and Monitoring Performance Levels

Self-Assessment of Pricing and Monitoring Performance Levels

Financial institutions should be constantly monitoring themselves in terms of efficiencies when building a process flow in several critical areas. Focusing on pricing and portfolio management, these two areas act as checks and balances against the decision making embedded in the financial institutions daily activity. Where should we price and after the fact how are […]

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Why Practice Systematic Loan and Relationship Pricing?

Financial institutions can be divided into two groups: those that are generally thorough and systematic about loan pricing, and those that are pricing on the back of a napkin.   The obvious best approach unfolds when examining the best practices of financial institutions that have successfully implemented a loan and relationship pricing solution.   Institutions that practice […]

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Millennials from Y to Z

Having grown up as the third child of four, I was frequently accused of being the “favored” one because, unlike the others, I never got into trouble. Little did my siblings know, my “favored” status was a direct result observing their actions and subsequent repercussions. I would take note of their mistakes and avoid the same pitfalls they had experienced. It served me well. One interesting […]

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