This Accelerator allows you to combine multiple types of surveys:
Single Choice Questionnaires
Multiple Choice Questionnaires
Likert Scale
NPS
Dashboard Feedback
Recommended Content
This Accelerator is similar to ‘AuM, Lending Stock’ Accelerator. However, it introduces the concept of Income, which is the money that the bank (or financial institution) collects through fees from its clients. The Return on CAL actually measures the profitability of the bank compared to its AuM and Lending Stock volumes (CAL = AuM + Lending Stock).
This Accelerator provides insightful information on CAL (Client Assets & Liabilities) profitability:
Overarching view on AuM, Lending Stock and Income.
Monitor the trends and understand the variation over periods of AuM, Lending Stock, Return on CAL.
RFM Analysis (donor segmentation): RFM stands for Recency, Frequency, and Monetary value, each corresponding to some donor hey trait.
RFM Accelerator pages show how the donor base is segmented according to their RFM values and recommends marketing actions for each identified segments.