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Hidden "red flags"? Or hidden "green"?

Price: FREE
Publication Date: Monday, September 17, 2012
Document Format: PDF

The long-term profitability of a customer is often determined within the first few minutes of the account opening process. Armed with the right tools, representatives can easily optimize profitable relationships or avoid potentially money-losing ones. The key is to go beyond traditional credit and risk measures by including insights into income, employment and wealth.

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