The system allows for the construction of policies based on over 50 different criteria to rank and approve incentives for various customer segments. These incentives may include transaction fees, margin interest rates, advance interest rates, or the list of securities eligible for margin trading.
Assessment procedures:
Key features:
- Building policies and policy groups regarding fees, interest rates, etc., tailored to each customer
- Monthly automatic assessment and ranking of customers.
- Additional assessment for each customer, policy, or policy group.
- Registering satisfaction policies to apply benefits to customers.
- Backtesting historical data to compare revenue results.
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