Jennifer Meyers discusses how her team leverages Axiom Software for planning, reporting, and funds transfer pricing at Colorado-based Westerra Credit Union. Watch now!

In the previous two blogs related to the resurgence of profitability analysis in the banking industry (Defining the Challenge & Understanding the Process), we covered financial...

(Part 2 of a 3-part blog series) In this follow-up blog, I explore how to better identify individual customer value—first by measuring the contribution of each customer to overall institution profitability, and then by assessing the full scope of each customer’s influence.