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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Loan Pricing Strategies That Deliver

Loan Pricing Strategies That Deliver

As interest rates continue rising, community financial institutions that take a more strategic and data-driven approach to loan pricing and portfolio management will stand to benefit from the strengthening economy. Loans are one of the most profitable ways to leverage an institution’s funds, so banks and credit unions with an extensive understanding of their loan […]

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