Account Analysis Ep. 4 - Using Dynamic Segmentation for Account Analysis Rates & Fees

Banking on Value Exchange

Apr 12 2023 • 9 mins

Many banks use customer segmentation by looking at static attributes. However, looking at dynamic segmentation of customers can help banks to get new business, ensure customer satisfaction, and focus on things that are of interest to corporate treasury customers. In this episode our host Samuel Davidowitz, Sales Director – US, SunTec, and speaker Dan Gill, CTP, Industry Principal – Banking & Financial Services, SunTec, discuss how banks can use dynamic segmentation to understand customer behavior and needs better, give them improved offers and discounts on pricing, and implement sustainability-based pricing. Listen now!