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Transition
Activity Analysis & Delivery Channel Activity Report 

Agreement Request Form

Please send an agreement for RFG's DELIVERY CHANNEL ACTIVITY REPORT & ACTIVITY-BASED PROFIT MODEL.

Name:  
Title:
Email:  
Phone:
IT Contact:
IT Email:  
Institution:
Address:
City: 
State: Zip:

Operational System Provider:  
(Summit, Ultradata, XP, Symitar, Users, etc.)

Program Deliverables:

  • Delivery Channel Activity Report, an 80 page report which analyzes checking account activity. This report is presented by an RFG analyst to senior management.  Also provided in PowerPoint and printed formats.

  • Traditional CEO Strategies Group information, enhanced with activity-based profitability. 

  • Activity-based profitability and segmentation fully-integrated with your household database through the iNTEGRATOR MCIF System*. 

Cost:

*Only available to iNTEGRATOR Clients. 

KEY BENEFITS

  • Gain enhanced account, customer and household profitability

  • Measure how delivery channel use affects profitability

  • Analyze delivery channel preferences

  • See benchmark comparisons to other institutions

  • Identify activity-based segments for target marketing

  • New product design insights

  • Reduce channel costs while maintaining service

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Raddon Financial Group is a business unit of Open Solutions Inc.