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Full-Text Articles in Business

Customer Relationship Management: A Financial Perspective, Dwain Eldred Lowther Jan 2004

Customer Relationship Management: A Financial Perspective, Dwain Eldred Lowther

Theses Digitization Project

This paper focuses on methods for financial institutions to perform precise customer level analysis to anticipate customers' evolving financial needs and maximize the lifetime value of each customer relationship. The paper proposes software packages that analyze customer relationship management from a financial perspective.


The Ideal Asset/Liability Model For Credit Unions (With Assets Between $100 - $500 Million), David Alan Kennedy Jan 2004

The Ideal Asset/Liability Model For Credit Unions (With Assets Between $100 - $500 Million), David Alan Kennedy

Theses Digitization Project

This project focused on developing the ideal Asset / Liability Model for credit unions with assets between one hundred million and five hundred million dollars. Ideally the model should be closely aligned with that of a successful credit union at the high end of this range. SELCO Community Credit Union of Eugene Oregon was used in creating the model.