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EXECUTIVE STRATEGIC REVIEW SESSIONS:

Each quarter, DMA holds a Quarterly Executive Strategic Review for each IDM clients consisting review and analysis of:

  • Profitability metrics and Profit Risk measures

  • Key marketing  and  sales metrics

  • Key trends

  • Recommendations for action items

These reviews are highly customized and consist of evaluating:

  • Financial and "Profit Risk" performance, including balance sheet, income statement, total profitability, cost of funds, yield, net interest margin, pricing, and the relationship between these and "Profit Risk" 

  • Marketing and sales performance, including relationships served, penetration, cross-sell, single / multiple services ratios, churn ration, retention ratio, net growth ratio, profit segments, profit segment movement, product profitability, and break-evens

  • Performance-to-goals, performance-to-peers, performance-to-market 

  • Key Conclusions 

  • Action Strategies 

 

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