BAI Webinar: Relationship

Profitability and
Pricing System

Live Demonstration

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Presented by:

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RECORDED: November 6, 2019
TIME: 1:00 - 1:45 PM CT

Customer relationships matter, but only about 20% of relationships create economic profit and the top 1% create most of that value for financial institutions. Join us for this complimentary BAI webinar and learn how to accurately price, analyze and manage portfolios to optimize relationship profitability and best serve your customers during a live demonstration of Kaufman Hall’s Axiom Relationship Profitability and Pricing System™ (RPPS).

See how Axiom RPPS empowers leaders and relationship managers to:

  • Understand each client’s sphere of influence by building and managing complex relationships in an intuitive graphical view
  • Measure and monitor account, customer, and relationship profitability with high accuracy, informing business decisions through portfolio views and analytical dashboards
  • Price business accurately to ensure hurdle rates are met, compare pricing scenarios, and optimize profitability

PRESENTER:

Roy Berelowitz
Vice President of Sales, Strategic Industries
Kaufman Hall

Roy Berelowitz is Vice President of Sales for the Strategic Industries practice of Kaufman Hall. He manages sales of the firm’s Axiom Software products to financial institutions. Mr. Berelowitz has 30 years of experience spanning financial services and software. His areas of expertise include Enterprise Performance Management, financial and managerial accounting, strategic planning, funds transfer pricing, budgeting, forecasting, reporting and analytics, and customer and relationship profitability systems. He has designed, developed, and implemented profitability and pricing systems for banks of all sizes. Prior to joining Kaufman Hall, Mr. Berelowitz was a Sales Executive for Large Institutions with the Risk and Compliance division of Fiserv, where he managed the sale of EPM products to financial service organizations in the Western United States. Mr. Berelowitz holds a B.S. in Economics from California Polytechnic State University in San Luis Obispo.