Financial services

Case: Product/customer P&L model

Context.
Our client, a financial transaction service provider, wanted to obtain better transparency in customer and product profitability for strategic decision-making.

Mission.
We were asked to develop a financial analysis model that allowed in a pragmatic way analyse and control customer and product profitability for its complex product portfolio and diverse customer segments.

Results.
We developed and implemented a pragmatic financial analysis tool, which is now operated by our customer’s finance department on a quarterly basis, to analyse customer and product profitability