Andrew E. Morgan
Managing Director & Principal
We serve community banks that represent a wide range of asset sizes.
As an accessible resource for clients, we provide ongoing communication and systematic reports that include comprehensive analyses on recommended budgets and profitability improvements by focusing on markets, customers and product lines.
We help our clients to formulate strategies that achieve profitability goals and objectives.
Our specialized profitability consulting utilizes account-level data management software. We prepare cost allocation assumptions for clients that are integrated with our proprietary funds transfer pricing model to generate profitability measures by line of business, product, department, branch, officer and customer.
Loan PricingPRO® gives our lenders the flexibility they need to price loans in the context of the entire customer relationship. We could not be happier.
Loan PricingPRO® has shown our lenders the value of the entire relationship and has given them what they need to compete in today’s lending environment.
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