Make sure to read all of the material and the Case Study: American Investment Management Services in Week 9 before beginning the final exam. Then answer the following questions.
- Which are the potential sources of "hidden profitability" that you detect for AIMS?
- What are your overall recommendations to top management based on the customer profitability analysis?
- Why is the firm facing this situation? How can this be prevented towards the future?
- What is your opinion of the process the firm followed to assess the customer profitability? How would you use this information to improve your business?