Client Profitability Intelligence

Management Information System

Platinum Wealth Advisors

Retail AffluentBelgradeStari GradJelena Nikolić
Highly Profitable

Management Insight

Highly profitable anchor client. Protect relationship and explore premium services.

Recommended Action

Defend & Grow

Net Profitability

€226K

Return on Revenue

46.8%

RORWA

5.6%

Products Used

8

Digital Usage

72/100

Risk Grade

A

Client Profile

Avg Loan Balance€5.00M
Avg Deposit Balance€22.00M
Loan Rate4.5%
Deposit Rate2.5%
RWA€4.00M
PD0.8%
LGD30.0%
Collateral Level90.0%
Strategic ImportanceHigh
Growth PotentialMedium
Cross-Sell PotentialHigh
RM CoveragePremium

Profitability Decomposition

What-If Scenario Simulation

Loan Spread Adjustment0bp
Fee Income Uplift0%
Op Cost Reduction0%
Card Cost Optimization0%

Current Profit

€226K

Scenario Profit

€226K

Impact

+€0